Donaldson Financial Wellness Network, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“This hourly rate will generally be between $250 and $450 per hour, depending upon the nature and scope of the engagement.”

Flat or project fee

$600⁠-⁠$10,000

“Our financial planning fees range between $600.00 and $10,000.00 based on the level of complexity and sophistication of the client’s circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Donaldson Financial Wellness Network, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All Consulting Services fees are due and payable as incurred.”

How Donaldson Financial Wellness Network, LLC’s fees compare

• Its hourly rate of $250-$450 spans the Connecticut median of $300. 69% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Newtown that publish an hourly rate charge less.
• Its flat or project fee of $600-$10,000 spans the Connecticut median of $5,125. 55% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Newtown that publish a flat or project fee charge less.

About Donaldson Financial Wellness Network, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Divorce
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

293622

Website

twitter.com/bdonaldsonfwn (opens in new tab)

Phone

(203) 221-2848

Other planners in Newtown that publish fees

• Iron Path Wealth Management, Inc.Newtown$2,500, $1,000/yr
• Riskin Wealth Management, LLCNewtown$300⁠-⁠$500/hr, $500
• RLS Financial Group, Inc.Newtown$300/hr, $900/yr
• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000

Compare all 4 planners in Newtown