Daryoosh Khalilollahi
Advice-only planning since 2004 for individuals and families ready to take charge of their finances and ask questions.
DABK Financial Planning Services · El Cerrito, California
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.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
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.
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, and meets in person |
| Accepting new clients | Yes |
| Assets under management | $1M across 1 accounts |
| Credentials | CFP · MBA · MSEE |
| SEC registration | Investment adviser representative in CA · CRD 4827597 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dabk.com |
How Daryoosh's firm compares
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
- DABK Financial Planning Services's average account is about $1.0 million, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Daryoosh
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Advice-Only Network listing : advice-only practices, no product sales
- DABK Financial Planning Services website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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