Courtney Hunter Calotta
Investment adviser representative at Donalies Financial Planning, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$204.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Donalies Financial Planning, LLCJan 2025 to now
- Gallant Financial Planning, LLCJan 2018 to Dec 2024
- University of Maryland, Baltimore CountyAug 2015 to May 2017
- Full-time EducationAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Donalies Financial Planning, LLC
$204.5MAssets managed
135Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7426787
- Firm CRD
- 164700