Firm
DABK Financial Planning Services
El Cerrito, California
Fee-only
DABK Financial Planning Services at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $1.0 million (assets it manages divided by its 1 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | El Cerrito, California |
|---|---|
| Website | dabk.com |
| [email protected] | |
| Phone | (510) 558-9208 |
DABK Financial Planning Services fees
DABK Financial Planning Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 9, 2026 |
| SEC record | CRD 132234 |