D'arcy Capital Management, LLC fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, D'arcy Capital Management, LLC charges $250 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly fees are billed at a non-negotiable rate of $250 per hour.”
- Flat or project fee
- $5,000
“Fixed fees will generally not exceed $5,000 and are negotiable based on the actual services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How D'arcy Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If an agreement for services is executed mid-period, the initial fee is prorated based on the number of days services were provided during the first billing period.”
- “If fees are billed directly, they are due immediately upon receipt of our billing statement.”
- “If services are terminated after the initial five business day period, we charge a prorated fee based on the number of days that services were provided prior to receipt of the termination notice.”
How D'arcy Capital Management, LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
- 30 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About D'arcy Capital Management, LLC
- Firm size: 4 employees.
- Credentials named in the brochure: CFA.
- 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
- 1.75% a year
- Clients
- 100
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $225,614,935
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156264
- Phone
- (858) 461-4391
Can advise clients in 2 states: California, Texas
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.