DABK Financial Planning Services provides financial planning advice on an hourly or project basis. DABK does not sell investment products or receive compensation from third parties. The firm's clients are typically hands-on individuals who implement the advice themselves, often seeking help with mutual fund or ETF selection. DABK does not have custody of client assets or discretionary authority.
Assets Under Management$1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1M
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.
One-Time Plan:From $800
Hourly Rate:$250/hr
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