Donalies Financial Planning, LLC
● SEC registered since 2025CRD 164700SEC# 801-131667
Reg. AUM
$204.5M
Employees
5
Accounts
460
Location
—
Donalies Financial Planning, LLC assets under management
Donalies Financial Planning, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $204.5 million in regulatory assets under management and employs 5 people.
Donalies Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Edward Donalies Control | President/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Donalies Financial Planning, LLC manage?
Donalies Financial Planning, LLC reports $204.5 million in regulatory assets under management on its Form ADV.
How many employees does Donalies Financial Planning, LLC have?
Donalies Financial Planning, LLC reports 5 employees.
Does Donalies Financial Planning, LLC disclose fund performance?
Donalies Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 240-888-2573 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$204.5M▲ 104%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$204.5Mregulatory AUM
Discretionary $204.5M