Daryoosh Khalilollahi
Daryoosh Khalilollahi is a CFP-designated registered investment advisor at Dabk Financial Planning Services, based in El Cerrito, CA, with 17 years of industry experience. Daryoosh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
For ongoing clients, DABK Financial Planning Services sends invoices equal to half of the annual flat-fee project at the end of each quarter, with a 30-day due date.
- Hourly fee: $250 per hour, with a minimum of two hours for new clients and one hour for subsequent engagements.
- Flat-fee projects: Fees are received either at the end of the first session or split, with a portion due at the end of the first session and the rest upon completion of the project. The minimum fee for any flat-fee project is $800.
Contact
Daryoosh Khalilollahi
Location
El Cerrito, CA
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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.
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Daryoosh works full-time as a Principal Verification Engineer at Axonne Inc., a company that designs complex integrated circuits. This engineering work is unrelated to his financial planning business.
Employment History
Current Registrations
Dabk Financial Planning Services
Previous Registrations
Dabk, INC.
State Registrations1 state
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Exams
Additional Information
We provide hourly or flat-project or annual retainer financial planning and advice. We do not have the custody of the client assets. Our goal is to serve all, not just those who are affluent or have a large portfolio of investment assets.