Donaldson Financial Wellness Network, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Donaldson Financial Wellness Network, LLC provides pension consulting, financial planning, and investment advisory services to plan sponsors, trusts, foundations, and other institutional clients, and also serves individual clients as appropriate. Investment management is delivered primarily through the firm’s Donaldson Financial Wellness Network Asset Advisory Program and third‑party asset management platforms rather than by direct in‑house portfolio management.
The firm emphasizes structured asset allocation and written Investment Policy Statements, working with third‑party strategists to identify model portfolios, monitor performance, and implement rebalancing consistent with client objectives. DFWN also assists plan sponsors with vendor search and selection, ERISA fiduciary support, and offers participant education and investment workshops as part of its pension consulting services.
Noteworthy aspects for an investment manager include that a firm principal engages in separate insurance agency activities and provides mediation and financial coaching outside the advisory business, and the firm may receive customary insurance compensation when those services are implemented. Uncommonly for firms in this category, DFWN typically does not directly manage client assets but instead selects and oversees other advisers and third‑party managers, and it may bill some consulting engagements on an hourly basis.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $600 to $10,000 based on complexity; pension consulting flat fees generally $5,000 to $50,000, negotiable.
$0+: 0.25% to 1.00% (for pension consulting services, varies by client service level) $0+: 0.25% to 1.00% (for DFWNAP advisory fees on assets invested in third-party programs)
Outside business activity includes receiving commissions from insurance products; however, clients are not obligated to use these affiliates.
$250 to $450 per hour for pension consulting; $250 to $650 per hour for consulting services.
Account minimum: Generally $25,000-$50,000 for Mutual Fund accounts on the AssetMark Platform; $100,000 for ETF Accounts; $250,000 for Distribution Strategies; $350,000 to $500,000 for Privately Managed and Unified Managed Accounts depending on strategy; $1,000,000 minimum for City National Rochdale portfolios (with some exceptions). Fee-only: Advisory fees between 0.25% and 1.00% of assets under management for pension consulting and asset advisory programs.
Main office
197 Huntingtown Road
Newtown CT 06470
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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