DA Financial Advisors, Inc. offers financial planning services to individuals, families, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides comprehensive financial planning in the areas of tax, investments, risk management, estate planning, and retirement. Fees are based on fixed and hourly rate contracts prior to engagement.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
www.linkedin.com/in/denise-alemayehu-b7130144 ·www.dafinancialadvisors.com ·www.facebook.com/dafinancialadvisors
Fee Structure
- Financial Planning Services: Flat fee ranging from $750 to $1500, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives. After the second anniversary, an annual fee of $200 is billed to the client.
Annual Retainer:$200/year
One-Time Plan:$750 - $1,500
Hourly Rate:$100 - $300/hr
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