# Donalies Financial Planning

Donalies Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** donaliesfp.com

## Regulatory record

- **CRD number:** 164700
- **SEC file number:** 801-131667
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164700

## About

Donalies Financial Planning, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $205 million in regulatory assets. It has 5 employees and 4 investment advisers.

## Sectors

- Financial Services

## Related profiles

- [Oak Tree Wealth Management](https://altss.com/profile/oak-tree-wealth-management)
- [WEN CAPITAL ADVISORY GROUP](https://altss.com/profile/wen-capital-advisory-group-inc)

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Last updated: 2026-08-10T23:49:37.812Z

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