DFFA, LLC is a registered investment advisor co-advising clients with Pinnacle Advisors. DFFA, LLC bundles financial planning with investment management to form comprehensive wealth management programs tailored to business owners, individuals, and families. The firm offers several formal wealth management programs ranging from basic retirement guidance to family office services for ultra-high-net-worth clients, as well as informal education programs for relatives of clients. Services include retirement planning, tax and cash flow analysis, investment management, insurance reviews, and estate planning strategies. DFFA, LLC partners with Pinnacle Advisors to handle the active management of portfolios and trade execution, while DFFA, LLC provides ongoing personal meetings, guidance, and expertise. The firm also offers retirement plan consulting for corporate plan sponsors and plan participants.
Fee Structure
Investment management is handled through the firm's co-advisor, Pinnacle Advisors. DFFA, LLC bundles investment management with financial planning in its wealth management programs. Specific fee schedules are detailed in Pinnacle Advisors' regulatory filing, which is provided to clients alongside this document.