Courtney Calotta is a CFP-designated registered investment advisor at Donalies Financial Planning, LLC, based in Washington, DC, with 4 years of industry experience. Courtney 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
Courtney Calotta
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
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
Hey, I’m Courtney and my purpose in life is to help others. I’ve always been a helper and a big feeler, with deep empathy for everyone around me. Seeing the impact that money has on people’s lives- both good and bad- led me into the complex world of behavioral finance and eventually into financial planning. I absolutely love what I do.