Courtney Calotta
Donalies Financial Planning · Chester, Vermont
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.
Request an introduction to Courtney →
Facts
| Firm | Donalies Financial Planning |
|---|---|
| Based in | Chester, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $204.5M across 460 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7426787 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.donaliesfp.com |
How Courtney's firm compares
- Donalies Financial Planning's average account is about $445,000, from its Form ADV (assets managed divided by 460 accounts).
Request an introduction to Courtney
Tell Courtney a little about what you're looking for. Courtney isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Courtney
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.