Donald Gresh
Glassman Wealth · Vienna, Virginia
Donald Gresh is a fee-only financial advisor at Glassman Wealth in Vienna, Virginia, who holds the CFP credential. Donald focuses on retirement planning, estate & legacy planning and tax planning. Glassman Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Glassman Wealth |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $2.56B across 3,038 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, VA · CRD 6353581 |
| Exams passed | Series 65 (2015) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.glassmanwealth.com |
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Questions about Donald
Is Donald Gresh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Glassman Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Glassman Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Donald charge?
According to Glassman Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Donald Gresh based?
Donald Gresh is based in Vienna, Virginia.
What does Donald specialize in?
Donald's specialties include retirement planning, estate & legacy planning and tax planning. Donald works with retirees.
What credentials does Donald Gresh hold?
Donald Gresh holds the CFP credential.
Is Donald Gresh registered with the SEC?
Yes. Donald Gresh is registered as an investment adviser representative in MD and VA (CRD 6353581), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassman Wealth manage?
Glassman Wealth reports $2.56B across 3,038 accounts in assets under management.
How do I contact Donald Gresh?
Through Donald's website, www.glassmanwealth.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
- Glassman Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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