Chuck Donalies, CFP® Donalies Financial Planning, LLC

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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.

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Ideal Clients

  • College Planning
  • Generation X
  • Parents
  • Parents With School-Age Children

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

States Registered

  • District of Columbia

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