Dabk Financial Planning Services fees and pricing
Financial planner in El Cerrito, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 9, 2026, Dabk Financial Planning Services charges $250 an hour and a flat or project fee of $800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly fee ($250 per hour) is due at the end of the session and there is a minimum of two hours engagement required for any new client and one hour minimum for any subsequent engagement of a client.”
- Flat or project fee
- $800
“The minimum fee for any flat- fee project is $800.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dabk Financial Planning Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For on-going clients semi-annual invoices equal to half of the annual flat-fee project is e-mailed at the end of each quarter with a 30-day due date. 6.”
How Dabk Financial Planning Services’ 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.
- None of the 2 other planners in El Cerrito that publish an hourly rate charge less.
- Its flat or project fee of $800 is below the California median of $5,000. 8% of the 796 other California planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Dabk Financial Planning Services
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $800 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning
- Assets managed
- $1,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132234
- Website
- dabk.com (opens in new tab)
- Phone
- (510) 558-9208
Other planners in El Cerrito that publish fees
- Simple Life FinancialEl Cerrito$400/hr
- Varn Financial PlanningEl Cerrito$250/hr, $4,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.