Chuck Donalies, CFP® Donalies Financial Planning, LLC
- 641 St Street NW , Washington, DC 20001
- (240) 888-2573
- http://www.donaliesfp.com/
About Chuck Donalies, CFP®
I founded Donalies Financial Planning, LLC with the goal of providing affordable fee-only financial planning services to anyone in need – not just people with millions of dollars. Working for clients with a wide variety of ages, income levels, and family situations has helped me build an extensive knowledge base.
When I’m not doing financial planning you can find me chasing after my children, at my local CrossFit box, or creating artwork inspired by old-school video games.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- College Planning
- Coronavirus Relief
- Gen X
- Parents
- Pro Bono
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly: $150/mo individuals
- Monthly: $200/mo couples
- AUM: .75%
- Hourly Fee: $250/hr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
