BDFS Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“The negotiated hourly fee for these services is between $100 and $250.”

Flat or project fee

$500⁠-⁠$5,000

“The rate for creating client financial plans is between $500 and $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How BDFS Capital LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
• “Clients may terminate the agreement without penalty, for full refund of BDFS’s fees, within five business days of signing the Financial Planning Agreement.”

How BDFS Capital LLC’s fees compare

• Its hourly rate of $100-$250 is below the Delaware median of $300. 11% of the 18 other Delaware planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Delaware median of $3,575. 18% of the 11 other Delaware planners that publish a flat or project fee charge less.

About BDFS Capital LLC

• Firm size: 7 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

756

Employees

7

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$411,329,570

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

287680

Website

blackdiamondfs.com (opens in new tab)

Phone

(302) 265-2236

Can advise clients in 9 states: Delaware, Florida, Louisiana, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Rehoboth Beach that publish fees

• Blue Rock Financial GroupRehoboth Beach$1,500⁠-⁠$24,000, $100⁠-⁠$2,000/mo
• Affinity Wealth Management LLCWilmington$350/hr, $250⁠-⁠$15,000
• Age Wisely FinancialWilmington$360/hr, $3,000⁠-⁠$12,000
• Ajp Financial Services, LLCWilmington$10,000⁠-⁠$50,000/yr
• Back Bay Financial Planning & InvestmentsBethany Beach$400/hr, $2,500⁠-⁠$5,000
• Benchmark Financial, LLCWilmington$500/hr, $1,500

Compare all 35 planners in Delaware