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Holly Donaldson Financial Planning, LLC

Headquartered in SEMINOLE, FL

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Firm Information

Holly Donaldson Financial Planning, LLC is a financial planning firm serving individuals and high net worth individuals. They have been in business for over 10 years. The firm has 1 Investment Adviser Representative and offers financial planning services. They have 91 clients and do not have any assets under management reported.

Holly Donaldson Financial Planning, LLC

Not reported

Assets Under Management

91

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Branch Locations (1)

HOLLY DONALDSON FINANCIAL PLANNING, LLC has a total of 1 branch locations across the country.
location

SEMINOLE, FL

Advisors at Holly Donaldson Financial Planning, LLC

View All 1 Advisors
Unclaimed
Holly Parrish Donaldson

CFP®, RA

SEMINOLE, FL

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Disclosures

There are no public disclosures for Holly Donaldson Financial Planning, LLC.

Frequently Asked Questions (6)

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