Katherine Donaldson
Doyenne Wealth Advisors · Chicago, Illinois
Katherine Donaldson is a fee-only financial advisor at Doyenne Wealth Advisors in Chicago, Illinois, who holds the CFP credential. Katherine focuses on family wealth transfer and tax planning. Doyenne Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Doyenne Wealth Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $10,000,000 asset minimum |
| Assets under management | $2.04B across 740 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 4630334 |
| Exams passed | Series 65 (2002) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.doyenneadvisors.com |
| Profile |
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Questions about Katherine
Is Katherine Donaldson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Doyenne Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, Doyenne Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Katherine charge?
According to Doyenne Wealth Advisors's website, checked October 30, 2026: a $10,000,000 asset minimum.
Where is Katherine Donaldson based?
Katherine Donaldson is based in Chicago, Illinois.
What does Katherine specialize in?
Katherine's specialties include family wealth transfer and tax planning. Katherine works with ultra high net worth, multi-generational families and mid-life transitions.
What credentials does Katherine Donaldson hold?
Katherine Donaldson holds the CFP credential.
Is Katherine Donaldson registered with the SEC?
Yes. Katherine Donaldson is registered as an investment adviser representative in IL and TX (CRD 4630334), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Doyenne Wealth Advisors manage?
Doyenne Wealth Advisors reports $2.04B across 740 accounts in assets under management.
How do I contact Katherine Donaldson?
Through Katherine's website, www.doyenneadvisors.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
- Doyenne Wealth Advisors 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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