# Holly Donaldson Financial Planning

Holly Donaldson Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/holly-donaldson

## Regulatory record

- **CRD number:** 142098
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142098

## About

For those who want an advice-only financial navigator, not a full-time money chauffeur. | Holly P. Donaldson is a Certified Financial Planner™ who doesn't touch clients'​ money. She guides retirees to making money decisions at critical points in their lives.

## Sectors

- Financial Planning

## People

- Holly Donaldson — Principal

## Questions

### Who runs investment decisions at Holly Donaldson Financial Planning?

The firm is led by Holly Donaldson, who serves as principal. No other investment professionals have been publicly identified.

### What investment stages or asset classes does the firm target?

The firm's public filings indicate a focus on personal financial planning, including retirement and tax strategies. It does not target venture, growth, or private equity stages.

### What is the firm's geographic footprint?

No specific office locations have been publicly disclosed. The firm is registered in the United States.

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- [Roventini Financial Services](https://altss.com/profile/roventini-financial-services-inc)
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Last updated: 2026-06-03T20:00:00.000Z

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