DONALIES FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$204,548,423
Discretionary
$204,548,423
Non-discretionary
$0
Firm details
- CRD number
- 164700
- SEC file number
- 801-131667
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.DONALIESFP.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.