Charles E. Donalies
DONALIES FINANCIAL PLANNING
WASHINGTON, DC
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CRD#: 5733820
Professional summary
Charles Edward Donalies, CFP® is a registered financial advisor currently at DONALIES FINANCIAL PLANNING, LLC located in Washington, District Of Columbia.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Charles has worked at 3 firms and has passed the Series 65 exam.
Biography
Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to anyone in need of assistance. We do things differently than most advisors because we provide asset management services to our clients, but we don't require it. That means we have no minimum asset requirement to work with you. We want to help you achieve your financial goals.
While DFP works with clients of all ages, the majority of our clients are entrepreneurs, federal employees, and other professionals.
DFP is an independent, fee-only Registered Investment Advisor (RIA). As a RIA, We act with the highest level of fiduciary care, putting your needs above all else. We avoid conflicts of interest so you can feel confident that we're always providing unbiased recommendations and objective advice. With a fully transparent fee structure, you always know what you are paying. By working with a fee-only RIA firm, you can feel more confident knowing your best interests always come first.
I am always happy to meet with people who are interested in learning about how they may benefit from financial planning. Whether you’re looking for a new financial partner or have yet to start the journey with an advisor, I encourage you to reach out to me for a no-obligation conversation. To learn more, email me at chuck@donaliesfp.com or call (240) 888-2573.
Question & Answer
What are your service offerings?
Education Planning
Investment Planning
Retirement Planning
Retirement Income Management
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
AUM
Baby Boomers
College/Education Planning
Federal Employees
Generation X
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Edward Donalies's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
August 1, 2012 - Present
DONALIES FINANCIAL PLANNING, LLC
RIA
CRD#: 164700
WASHINGTON, DC
Past
September 1, 2015 - September 29, 2015
TRICAPITAL ADVISORS INC
RIA
CRD#: 109224
NORTH BETHESDA, MD
Past
January 21, 2010 - July 20, 2012
INVESTMENT PLANNING ASSOCIATES INC
RIA
CRD#: 110047
ROCKVILLE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DF
DONALIES FINANCIAL PLANNING, LLC
DONALIES FINANCIAL PLANNING, LLC
CRD#: 164700 / SEC#: 801-131667
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)District of Columbia
Registered Investment Advisory firm - (1/21/2025 Terminated)Maryland
Registered Investment Advisory firm - (1/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (2/4/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
District of Columbia(8/1/2012)
IAR
Maryland(6/30/2023)
IAR
Virginia(12/13/2023)
Current Firm
DF
DONALIES FINANCIAL PLANNING, LLC
DONALIES FINANCIAL PLANNING, LLC
CRD#: 164700 / SEC#: 801-131667
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)District of Columbia
Registered Investment Advisory firm - (1/21/2025 Terminated)Maryland
Registered Investment Advisory firm - (1/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (2/4/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Washington, DC
Mailing Address
Phone number
(240) 888-2573
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 482 |
| AUM (Assets Under Management) | $ 180,177,659 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
