Firm
Donalies Financial Planning, LLC
Washington, District of Columbia
Fee-only
Donalies Financial Planning, LLC at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 135 individual clients, 115 of them high net worth.
- Its average account is about $445,000 (assets it manages divided by its 460 accounts).
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | donaliesfp.com |
| [email protected] | |
| Phone | (240) 888-2573 |
Donalies Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| One-time plan | From $5,000 |
| Hourly | $300 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"the minimum annual fee being $5,000 per year" source
"Typical fees for the initial financial planning engagement are generally between $5,000 and $7,000." source
"six months of as-needed follow-up will be provided at the rate of $300 per hour." source
"First $500,000 of assets under management = 1.00%." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $205 million |
| Individual clients | 20 |
| High-net-worth clients | 115 |
| Accounts managed | 460 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131667) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 164700 |