Charles Donalies (CFP, MBA)

Additional Information

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.