Donalies Financial Planning, LLC

Donalies Financial Planning, LLC (CRD# 164700) is a financial advisory firm headquartered in Washington, DC. They manage $12,129,748 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Donalies Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Charles E. Donalies
CRD#: 5733820
641 S Street Nw, Office 3062, Washington, DC 20001

Charles Donalies (CRD# 5733820) is an Investment Advisor Representative working at Donalies Financial Planning, LLC in Washington, DC and has over 8 years of experience in the finance industry. Charles Donalies has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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