Tech stack
No one at Donalies Financial Planning, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Donalies Financial Planning, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $62M held · filed Nov 2024
S
Shareholders Service Group, LLC
Per Form ADV · $38M held · filed Nov 2024
Financial Planning
Schedule Apps
Website Builders
Service providers
The firms Donalies Financial Planning, LLC works with. Tools marked “spotted on their website” are linked from or built into Donalies Financial Planning, LLC's own website (a client login, a scheduling link, a form).
Independent RIA Support