Firm
Darkhorse Advisor
Newport Beach, California
Fee-only
Darkhorse Advisor at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 50 individual clients, 33 of them high net worth.
- Its average account is about $397,000 (assets it manages divided by its 98 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | darkhorseadvisor.com |
| Phone | (714) 394-0243 |
Darkhorse Advisor fees
Darkhorse Advisor doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | Percentage of assets |
|---|---|
| Assets managed | $39 million |
| Individual clients | 17 |
| High-net-worth clients | 33 |
| Accounts managed | 98 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 309558 |