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
Website
darcycapital.com (opens in new tab)
Phone
(858) 461-4391

Can advise clients in 2 states: California, Texas

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