LP Profile

Donalies Financial Planning

Also known as donalies financial planning

Wealth ManagerWashington, United StatesFounded 2012
Washington
Headquarters
Investment Focus

About Donalies Financial Planning

Donalies Financial Planning, LLC provides fee-only financial planning to professionals and families with young children.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Donalies Financial Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$204.5M
Total Clients
460
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Donalies Financial Planning?

Donalies Financial Planning is a wealth manager based in Washington, United States.

Where is Donalies Financial Planning headquartered?

Donalies Financial Planning is headquartered in Washington, United States.

When was Donalies Financial Planning founded?

Donalies Financial Planning was founded in 2012.

How can I contact Donalies Financial Planning?

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