Irina Gabidullina is a CFP-designated registered investment advisor at Donalies Financial Planning, LLC, based in Potomac, MD, with 6 years of industry experience. Irina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 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
Irina Gabidullina
Location
Potomac, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Donalies Financial Planning, LLC
Previous Registrations
Gallant Financial Planning, LLC
State Registrations1 state
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
Irina Gabidullina CERTIFIED FINANCIAL PLANNER™, Accredited Portfolio Management Advisor SM (APMA®) has worked in the financial services field since 1998. Irina graduated from College of Financial Planning in 2007 and has a Master's degree in International Economics. In 2018 Irina has completed FPA Residency Program. She is a member of FPA, NAPFA, Fee-only network.