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DONALIES FINANCIAL PLANNING, LLC
CRD 164700 · SEC 801-131667
VT, United States
Phone
240-888-2573
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.5M
Discretionary AUM
$204.5M
Team
5 total employees; 4 advisory reps; 26 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $30.1M |
| High net worth individuals | 115 | $174.4M |
States served
VT, CA, DC, MD, MT, NY, VA
All web addresses on file
Official SEC filing: View on IAPD