DONALIES FINANCIAL PLANNING, LLC

DONALIES FINANCIAL PLANNING, LLC of WASHINGTON, DC is an SEC-registered investment adviser (CRD 164700). Regulatory assets under management: $204.5M.

Registration

• CRD: 164700
• SEC file number: 801-131667
• Type: Registered investment adviser
• Location: 6607 16TH STREET NW, WASHINGTON, DC, 20012
• Phone: 240-888-2573
• Latest filing: 2026-03-25
• Regulatory AUM: $204.5M
• Discretionary AUM: $204.5M
• Clients: 5
• Accounts: 460

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164700 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search