Donalies Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Donalies Financial Planning, LLC works primarily with individual clients — notably dual-income families and people preparing for or in retirement — and also provides services for trusts, business entities, pension plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, along with short-term and hourly planning engagements that address investment, retirement, tax, insurance, estate, and college planning needs.
DFP operates as a fee-only fiduciary and develops client-specific financial plans and investment policy statements, applying Modern Portfolio Theory with a long-term, buy-and-hold orientation and a core passive plus active-satellite approach. Portfolios are managed on a discretionary basis with periodic rebalancing, tax-aware practices such as tax-loss harvesting, and regular reviews tied to changes in clients’ objectives and circumstances.
Compared with many similarly sized teams, the firm maintains five offices — a broader physical footprint than most peers — and also offers educational seminars and workshops to the public and clients on topics like basic personal finance and college planning. The brochure also notes a willingness to consider suitable allocations to cryptocurrency-linked securities when clients express interest and discloses a trade-error policy that reconciles losses and donates any net gains to charity.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Short-Term Financial Planning fees range from $2,400 to $8,000; Educational Seminars/Workshops fixed fees ranging between $0 - $1,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.25%
$300 per hour, billed in 15-minute increments.
Minimum fee: Negotiable minimum annual fee of $5,000 for investment advisory services (not to exceed 3% of assets under management). Minimum fee may be waived or reduced at firm's discretion. Fee-only: Fee-only advisory firm; compensated only by clients; no commissions or compensation from other parties.
Main office
See officeWashington DC
Advisors at this office
2
Offices (3)
Most active in
California · District of Columbia · Maryland · Montana · New York · Vermont · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Catherine K
Series 65
Colstrip, MT
Donalies Financial Planning, LLC
Catherine Kirchner is a financial advisor at Donalies Financial Planning, LLC with a Series 65 credential and one year of industry experience. Prior to joining Donalies Financial Planning in 2025, she operated as a sole proprietor and worked with XY Planning Network. Outside of financial advising, she owns Uncommon Beef, LLC, a farm-to-table grass-fed beef business. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, focusing on dual-income families and those preparing for or in retirement. The firm employs a Modern Portfolio Theory-based investment approach, combining passive core holdings with active satellite positions, and offers services including comprehensive financial planning, periodic client communications, and tax-aware portfolio management.
Courtney C
CFP®, Series 65
Washington, DC
Donalies Financial Planning, LLC
Courtney Calotta is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Donalies Financial Planning, LLC since 2025 and previously spent six years with Gallant Financial Planning, LLC. Donalies Financial Planning, LLC primarily serves individual clients, including dual-income families and retirees, as well as trusts, business entities, pension plans, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, buy-and-hold approach with a core passive plus active-satellite strategy.
Charles D
CFP®, Series 65
Washington, DC
Donalies Financial Planning, LLC
Charles Donalies is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Donalies Financial Planning, LLC since 2012. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, focusing on dual-income families and individuals preparing for or in retirement. The firm’s investment approach combines a passive core with active satellite positions, incorporates tax-aware strategies, and uses third-party planning and reporting tools.
Irina G
CFP®, Series 65
Potomac, MD
Donalies Financial Planning, LLC
Irina Gabidullina is a CFP® and Series 65 credentialed advisor at Donalies Financial Planning, LLC with six years of industry experience. She previously worked at Gallant Financial Planning and Lighthouse Financial Planning, LLC. Donalies Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, business entities, trusts, retirement plans, and charitable organizations, with a focus on dual-income families and those preparing for or in retirement. The firm’s investment approach combines Modern Portfolio Theory with a passive core and active satellite positions, using tax-aware strategies and third-party planning tools.
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