Advisor at Donalies Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Colstrip, MT
Credentials
Series 65
Industry experience
1 year
Catherine Kirchner is a financial advisor at Donalies Financial Planning, LLC with a Series 65 credential and one year of industry experience. Prior to joining Donalies Financial Planning in 2025, she operated as a sole proprietor and worked with XY Planning Network. Outside of financial advising, she owns Uncommon Beef, LLC, a farm-to-table grass-fed beef business. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, focusing on dual-income families and those preparing for or in retirement. The firm employs a Modern Portfolio Theory-based investment approach, combining passive core holdings with active satellite positions, and offers services including comprehensive financial planning, periodic client communications, and tax-aware portfolio management.
Based on Donalies Financial Planning, LLC
Based on Donalies Financial Planning, LLC
Based on Donalies Financial Planning, LLC
Short-Term Financial Planning fees range from $2,400 to $8,000; Educational Seminars/Workshops fixed fees ranging between $0 - $1,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.25%
$300 per hour, billed in 15-minute increments.
Minimum fee: Negotiable minimum annual fee of $5,000 for investment advisory services (not to exceed 3% of assets under management). Minimum fee may be waived or reduced at firm's discretion. Fee-only: Fee-only advisory firm; compensated only by clients; no commissions or compensation from other parties.
Colstrip, MT
Montana
Donalies Financial Planning
2025 - Present (1 year)
Sole Proprietor
2023 - 2025 (2 years)
XY Planning Network
2023 - 2023 (1 year)
Grass Fed Marketing
2022 - 2023 (1 year)
Sole Proprietor
2021 - 2022 (1 year)
B Bar Ranch
2020 - 2021 (1 year)
St. Mary's Catholic School
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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