Donalies Financial Planning, LLC

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Client assets under management

$204,548,423

Clients

135

85% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,515,174

About

Donalies Financial Planning, LLC works primarily with individual clients — notably dual-income families and people preparing for or in retirement — and also provides services for trusts, business entities, pension plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, along with short-term and hourly planning engagements that address investment, retirement, tax, insurance, estate, and college planning needs.

DFP operates as a fee-only fiduciary and develops client-specific financial plans and investment policy statements, applying Modern Portfolio Theory with a long-term, buy-and-hold orientation and a core passive plus active-satellite approach. Portfolios are managed on a discretionary basis with periodic rebalancing, tax-aware practices such as tax-loss harvesting, and regular reviews tied to changes in clients’ objectives and circumstances.

Compared with many similarly sized teams, the firm maintains five offices — a broader physical footprint than most peers — and also offers educational seminars and workshops to the public and clients on topics like basic personal finance and college planning. The brochure also notes a willingness to consider suitable allocations to cryptocurrency-linked securities when clients express interest and discloses a trade-error policy that reconciles losses and donates any net gains to charity.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Retirement income strategy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Retired

Demographic focus

Dual Income Family Approaching retirement Retired

Fee options

Fixed

Short-Term Financial Planning fees range from $2,400 to $8,000; Educational Seminars/Workshops fixed fees ranging between $0 - $1,000.

Percentage

$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%

Project-based

$300 per hour, billed in 15-minute increments.

Other

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.

Main office location

Donalies Financial Planning, LLC

Washington DC, United States

Number of offices

Most active in

California · District of Columbia · Maryland · Montana · New York · Vermont · Virginia

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 240-888-2573

Advisors at this firm

Catherine K

Series 65

Colstrip, MT

Donalies Financial Planning, LLC

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.

Retirement income strategy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management Retired Dual Income Family Approaching retirement

Courtney C

CFP®, Series 65

Washington, DC

Donalies Financial Planning, LLC

Courtney Calotta is a CFP® professional with four years of industry experience, currently serving at Donalies Financial Planning, LLC. Prior to joining Donalies in 2025, Calotta worked six years at Gallant Financial Planning, LLC and held roles at the University of Maryland, Baltimore County. 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 individuals preparing for or in retirement. The firm’s investment approach combines a passive core with active satellite positions, employs tax-aware strategies, and offers services through multiple offices including public educational seminars.

Retirement income strategy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management Retired Dual Income Family Approaching retirement

Charles D

CFP®, Series 65

Washington, DC

Donalies Financial Planning, LLC

Charles Donalies is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Donalies Financial Planning, LLC since 2012. 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 individuals preparing for or in retirement. The firm’s investment approach combines a passive core with active satellite positions, incorporates tax-aware strategies, and uses third-party planning and reporting tools.

Retirement income strategy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management Retired Dual Income Family Approaching retirement

Irina G

CFP®, Series 65

Potomac, MD

Donalies Financial Planning, LLC

Irina Gabidullina is a CFP® and Series 65 credentialed advisor at Donalies Financial Planning, LLC with six years of industry experience. She previously worked at Gallant Financial Planning and Lighthouse Financial Planning, LLC. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, with a focus on dual-income families and those preparing for or in retirement. The firm’s investment approach combines Modern Portfolio Theory with a passive core and active satellite positions, using tax-aware strategies and third-party planning tools.

Retirement income strategy Tax-loss harvesting College savings (529s, UTMA, etc.) Wealth management Retired Dual Income Family Approaching retirement

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