← Tributary

DONALIES FINANCIAL PLANNING, LLC

· CRD 164700 · IAPD ↗ · donaliesfp.com · 240-888-2573

$204.5MRegulatory AUM
4Advisory reps
5Employees
26Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — DONALIES FINANCIAL PLANNING, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — DONALIES FINANCIAL PLANNING, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
April 2025 — DONALIES FINANCIAL PLANNING, LLC notice-filed in CA, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — DONALIES FINANCIAL PLANNING, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — DONALIES FINANCIAL PLANNING, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2025 — DONALIES FINANCIAL PLANNING, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — DONALIES FINANCIAL PLANNING, LLC reported RAUM up 80% ($100.1M -> $180.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
February 2025 — DONALIES FINANCIAL PLANNING, LLC (WASHINGTON, DC) is newly SEC-registered with $100.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.