DA Financial Advisors is a registered investment advisor based in Edina, Minnesota, providing comprehensive financial planning and investment consulting services since 2001. DA Financial Advisors helps clients navigate complex financial decisions by offering guidance in areas such as tax planning, investments, risk management, estate planning, and retirement. DA Financial Advisors emphasizes a personalized approach, requiring all clients to establish a detailed Statement of Investment Policy to outline their financial objectives, income requirements, and risk tolerance before implementing long-term investment strategies. In addition to planning services, DA Financial Advisors operates as an independent insurance agency, allowing team members to offer insurance products such as life, disability, and long-term care insurance. Clients maintain full control over their investment decisions, as DA Financial Advisors does not manage portfolios without client approval and does not take custody of client assets. DA Financial Advisors serves high net-worth individuals, families, trusts, estates, charitable organizations, and business entities.
Fee Structure
- Comprehensive financial plan — Flat fee ranging from $750 to $1,500, depending on the complexity of your situation, financial objectives, and scope of work
- Hourly consulting — $100 to $300 per hour depending on the complexity of the work involved
- Ongoing client maintenance — Annual fee of $120 billed to the client after the second anniversary of the relationship