Holly Donaldson
Holly Donaldson is a CFP-designated registered investment advisor at Holly Donaldson Financial Planning, LLC, based in Gainesville, FL, with 19 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Checkup/Review: For big picture questions or a second opinion on existing plans or investment proposals. Generally takes 3-5 hours.
- Retirement Road Map: Financial planning software is used to model best, middle- and worst-case scenarios. Scenarios may address retirement age, Social Security, long-term care costs, maintaining lifestyle, market fluctuations, asset allocation, and tax minimization. Generally takes 6-12 hours.
- Hourly Planning Engagements: For established clients who need advice on a limited scope of work. The hourly rate is $425.
Contact
Holly Donaldson
Location
Gainesville, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Holly is the officer/treasurer of Florida Litigation Support Services Inc., providing services to law firms and handling internal bookkeeping. She dedicates a few hours per week to this role; she is also an investor in Southshore Community Bank.
Employment History
Current Registrations
Holly Donaldson Financial Planning, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
In a recent newsletter, I talked about the piggy bank I had when I was growing up. I dutifully kept my quarters and JFK half-dollars in it. When I asked my parents for something that they thought I should pay for, they would say, “Holly, if you want that, you know you can always break your piggy bank.” I hated that thought. Each time I thought about “breaking the bank” to buy something I wanted, I weighed it against what would happen to my piggy bank.