# Courtney Calotta

> Courtney Calotta is a fee-only financial advisor at Donalies Financial Planning in Chester, Vermont, who holds the CFP credential. Donalies Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/courtney-calotta/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Donalies Financial Planning
- **Based in:** Chester, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $204.5M across 460 accounts
- **Credentials:** CFP
- **CRD:** 7426787 (https://adviserinfo.sec.gov/individual/summary/7426787)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2021)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.donaliesfp.com

## Frequently asked questions

### Is Courtney Calotta a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and Donalies Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Courtney charge for financial advice?

Courtney's firm, Donalies Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Courtney Calotta based?

Courtney Calotta is based in Chester, Vermont.

### What credentials does Courtney Calotta hold?

Courtney Calotta holds the CFP credential.

### Is Courtney Calotta registered with the SEC?

Yes. Courtney Calotta is registered as an investment adviser representative in NY (CRD 7426787), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Donalies Financial Planning manage?

Donalies Financial Planning reports $204.5M across 460 accounts in assets under management.

### How do I contact Courtney Calotta?

Through Courtney's website, www.donaliesfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7426787): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.