Charles Donalies is a CFP-designated registered investment advisor at Donalies Financial Planning, LLC, based in Washington, DC, with 16 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 4 more. Their firm serves 140 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Minimum annual fee of $5,000, not to exceed 3% of assets under management. Fees are negotiable. Similarly situated clients could pay different fees.
Fee Estimator
Contact
Charles Donalies
Location
Washington, DC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Donalies Financial Planning, LLC
Previous Registrations
Tricapital Advisors INC
Investment Planning Associates INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to anyone in need of assistance. We do things differently than most advisors because we provide asset management services to our clients, but we don't require it. That means we have no minimum asset requirement to work with you. We want to help you achieve your financial goals.