Chuck Donalies
Donalies Financial Planning, LLC · Washington, District of Columbia
Chuck Donalies is a fee-only financial advisor at Donalies Financial Planning, LLC in Washington, District of Columbia, who holds the CFP credential. Donalies Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Donalies Financial Planning, LLC |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $204.5M across 460 accounts |
| Credentials | CFP |
| Firm size | 5 employees |
How Chuck's firm compares
- Donalies Financial Planning, LLC's average account is about $445,000, from its Form ADV (assets managed divided by 460 accounts).
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Questions about Chuck
Is Chuck Donalies a fee-only financial advisor?
Yes. Chuck Donalies is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Chuck charge for financial advice?
Chuck's firm, Donalies Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chuck Donalies based?
Chuck Donalies is based in Washington, District of Columbia.
What credentials does Chuck Donalies hold?
Chuck Donalies holds the CFP credential.
How much does Donalies Financial Planning, LLC manage?
Donalies Financial Planning, LLC reports $204.5M across 460 accounts in assets under management.
How do I contact Chuck Donalies?
Contact details aren't on file yet. Search for Donalies Financial Planning, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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