Holly Donaldson
Holly Donaldson Financial Planning, LLC · Gainesville, Florida
Plain-language, step-by-step planning for DIY investors across the U.S., with a focus on the psychology of money.
Holly Donaldson is a fee-only financial advisor at Holly Donaldson Financial Planning, LLC in Gainesville, Florida, who holds the AAMS, CFP and MA credentials.
- $3,400
- One-time plan, from
- $425
- Hourly rate
What Holly focuses on
Who Holly works with
- Founders
About
Holly Donaldson leads Step by Step for DIY Investors in Gainesville, Florida, and advises clients throughout the United States on a step-by-step basis. People often come to her worried about outliving their money, unsure whether they are on track, stuck in a hard life transition, confused about taxes in retirement, or feeling their finances came together piecemeal.
Holly holds an M.B.A., a master's in economics and the CFP® certification, and spent 21 years in banking, including as a Senior Vice President in Private Wealth Management. She aims to deliver sophisticated planning in plain language.
Her focus is the psychology of money and how it shapes personal and professional relationships. She wrote The Mindful Money Mentality, writes the monthly e-letter The View from the Porch, and has been quoted in The Wall Street Journal, Money and CNBC.com. A childhood piggy bank taught her the value of choice, which still guides her work.
How does Holly's firm compare?
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A one-time plan starts at $3,400, above the Florida median of $2,500 for fee-only firms that publish prices.
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The hourly rate is $425, above the Florida median of $300 for fee-only firms that publish prices.
Questions about Holly
Is Holly Donaldson a fee-only financial advisor?
Yes. Holly Donaldson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Holly's firm.
How does Holly Donaldson charge for financial advice?
Holly Donaldson charges a one-time planning fee and hourly fees.
Does Holly Donaldson work with clients virtually?
Yes. Holly Donaldson Financial Planning, LLC says on its website that it works with clients remotely.
Where is Holly Donaldson based?
Holly Donaldson is based in Gainesville, Florida.
What does Holly Donaldson specialize in?
Holly Donaldson's specialties include retirement planning, tax planning and real estate investors. Holly works with founders.
What credentials does Holly Donaldson hold?
Holly Donaldson holds the AAMS, CFP, MA and MBA credentials.
Is Holly Donaldson registered with the SEC?
Yes. Holly Donaldson is registered as an investment adviser representative in CA, FL and TX (CRD 2973141), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Holly Donaldson?
Through Holly Donaldson's website, hollydonaldsonfinancialplanner.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Holly Donaldson Financial Planning, LLC |
|---|---|
| Based in | Gainesville, Florida |
| Fee model | One-time planning fee · Hourly |
| Fees (Advice-Only Network profile) | One-time plans from $3,400 · $425 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | AAMS · CFP · MA · MBA |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 2973141 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | hollydonaldsonfinancialplanner.com |
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Other fee-only advisors in Gainesville
Other advisors in Florida who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Advice-Only Network listing : advice-only practices, no product sales
- Holly Donaldson Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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