Advisor at Donaldson Financial Wellness Network, 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.
Firm
Donaldson Financial Wellness Network, LLC
Location
Newtown, CT 06470
Credentials
CFP®, Series 66
Industry experience
21 years
William Donaldson is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Donaldson Financial Wellness Network, LLC. He previously worked at Conscious Capital Wealth Management from 2015 to 2017. Outside of investment advisory, he provides divorce financial planning and mediation services, assisting clients with financial settlements and tax planning. Donaldson Financial Wellness Network, LLC offers pension consulting, financial planning, and investment advisory services to plan sponsors, trusts, foundations, and individual clients. The firm focuses on structured asset allocation and works with third-party strategists to implement and monitor investment strategies rather than managing portfolios directly.
Based on Donaldson Financial Wellness Network, LLC
Financial planning fees range from $600 to $10,000 based on complexity; pension consulting flat fees generally $5,000 to $50,000, negotiable.
$0+: 0.25% to 1.00% (for pension consulting services, varies by client service level) $0+: 0.25% to 1.00% (for DFWNAP advisory fees on assets invested in third-party programs)
Outside business activity includes receiving commissions from insurance products; however, clients are not obligated to use these affiliates.
$250 to $450 per hour for pension consulting; $250 to $650 per hour for consulting services.
Account minimum: Generally $25,000-$50,000 for Mutual Fund accounts on the AssetMark Platform; $100,000 for ETF Accounts; $250,000 for Distribution Strategies; $350,000 to $500,000 for Privately Managed and Unified Managed Accounts depending on strategy; $1,000,000 minimum for City National Rochdale portfolios (with some exceptions). Fee-only: Advisory fees between 0.25% and 1.00% of assets under management for pension consulting and asset advisory programs.
197 Huntingtown Road
Newtown, CT 06470
Connecticut
Conscious Capital Wealth Mgmt. Llc
2015 - 2017 (2 years)
Donaldson Financial Wellness Network LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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