Holly Donaldson Financial Planning, LLC
Gainesville, Florida
Holly Donaldson Financial Planning, LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Gainesville, Florida |
|---|---|
| Website | hollydonaldsonfinancialplanner.com |
| [email protected] | |
| Phone | (813) 781-8040 |
Questions about Holly Donaldson Financial Planning, LLC
How is Holly Donaldson Financial Planning, LLC paid?
Holly Donaldson Financial Planning, LLC's Form ADV says it is paid by: hourly.
How many advisors does Holly Donaldson Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Holly Donaldson Financial Planning, LLC.
What does Holly Donaldson Financial Planning, LLC specialize in?
Holly Donaldson Financial Planning, LLC's advisors and website list retirement planning, tax planning and real estate investors.
Is Holly Donaldson Financial Planning, LLC accepting new clients?
Yes, according to Holly Donaldson Financial Planning, LLC's website, checked October 28, 2026.
Does Holly Donaldson Financial Planning, LLC work with clients virtually?
Yes. Holly Donaldson Financial Planning, LLC's website says it works with clients virtually.
Holly Donaldson Financial Planning, LLC fees
Holly Donaldson Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly |
|---|---|
| Individual clients | 0 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 142098 |