SEC Form ADV

DONALIES FINANCIAL PLANNING, LLC

Registered Investment Adviser
$204.5M
Assets Under Management
460
Total Clients
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Registration Details

Accession
CRD-164700
Filing Date
March 25, 2026
AUM
$204.5M
Total Clients
460
Amendment
No

About this Adviser

DONALIES FINANCIAL PLANNING, LLC is a registered investment adviser, managing approximately $204.5M in assets across 460 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.