# Daryoosh Khalilollahi

> Daryoosh Khalilollahi is a fee-only financial advisor at DABK Financial Planning Services in El Cerrito, California, who holds the CFP, MBA and MSEE credentials. Daryoosh charges a subscription, a one-time planning fee and hourly fees ($250 an hour) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/daryoosh-khalilollahi/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** DABK Financial Planning Services
- **Based in:** El Cerrito, California
- **Fee model:** Subscription; One-time planning fee; Hourly
- **Fees (Advice-Only Network profile):** $250 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Assets under management (firm):** $1M across 1 accounts
- **Credentials:** CFP, MBA, MSEE
- **Specialties:** Retirement planning, Tax planning
- **Works with:** High earners, Pre-retirees, Retirees
- **CRD:** 4827597 (https://adviserinfo.sec.gov/individual/summary/4827597)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://dabk.com

## About

Daryoosh Khalilollahi has run an advice-only financial planning practice since 2004. Because clients carry out the recommendations themselves, Daryoosh takes care to explain the reasoning behind each piece of advice in detail.

The ideal client is anyone serious about taking control of their financial affairs and comfortable asking whatever questions matter to their decisions. Daryoosh's aim is to help individuals and families set a clear financial path toward their lifetime goals and avoid mistakes along the way.

## Frequently asked questions

### Is Daryoosh Khalilollahi a fee-only financial advisor?

Yes. Daryoosh Khalilollahi is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daryoosh's firm.

### How does Daryoosh charge for financial advice?

Daryoosh charges a subscription, a one-time planning fee and hourly fees.

### Does Daryoosh work with clients virtually?

Yes. Daryoosh's Advice-Only Network profile says they meet with clients virtually and in person.

### Where is Daryoosh Khalilollahi based?

Daryoosh Khalilollahi is based in El Cerrito, California.

### What does Daryoosh specialize in?

Daryoosh's specialties include retirement planning and tax planning. Daryoosh works with high earners, pre-retirees and retirees.

### What credentials does Daryoosh Khalilollahi hold?

Daryoosh Khalilollahi holds the CFP, MBA and MSEE credentials.

### Is Daryoosh Khalilollahi registered with the SEC?

Yes. Daryoosh Khalilollahi is registered as an investment adviser representative in CA (CRD 4827597), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does DABK Financial Planning Services manage?

DABK Financial Planning Services reports $1M across 1 accounts in assets under management.

### How do I contact Daryoosh Khalilollahi?

Through Daryoosh's website, dabk.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3982): NAPFA admits only fee-only advisors
- Advice-Only Network listing: advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.dabk.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.