Dahl Financial Services, Inc. fees and pricing

Financial planner in Polo, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Dahl Financial Services, Inc. charges $100⁠-⁠$200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$200/hr; “B) Hourly Charges $200.00/hour $100.00/hour $50.00/hour Account Manager Associate Account Manager Clerical and Administrative C) Fixed Fee Negotiated flat fee services are available for Client's having large positions of stock/stock options with her/her/employer, 401K, and discretionary account(s) with DFSI.”

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

“Financial Planning services are billed separately on an hourly basis or flat project rate.”
“Clients are billed quarterly in arrears based on the foregoing schedule, with payment due upon receipt. 4 D) Direct Expenses In addition to the above fee schedule, Clients are billed for other direct expenses incurred.”
“Fees will be prorated to date of termination and any unearned portion of pre-paid fees, if any, will be refunded to Client within thirty days of the termination date.”

Its hourly rate of $100-$200 is below the Illinois median of $273. 5% of the 215 other Illinois planners that publish an hourly rate charge less.

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% a year
Minimum: No minimum stated in brochure
Clients: 125
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, market timing, and educational seminars and workshops
Assets managed: $33,400,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 123077
Website: dahlfinancial.com (opens in new tab)
Phone: (815) 255-4520

Is something on this page wrong or out of date?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.