PlannerFees

Darrell Capital Management, LLC fees and pricing

Financial planner in Rolling Hills Estates, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 3, 2026, Darrell Capital Management, LLC charges $500 an hour, a flat or project fee of $750⁠-⁠$25,000, and a monthly fee of $250⁠-⁠$7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Ad hoc financial planning services are offered for an hourly fee of $500 per hour.”
Flat or project fee
$750⁠-⁠$25,000
“Financial planning and consulting services are offered for a fixed fee between $750 and $25,000 based on complexity and unique Client needs.”
Monthly fee
$250⁠-⁠$7,500/mo
“The monthly fee is between $250 and $7,500 per month based on complexity of the Client’s situation.”

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

How Darrell Capital Management, LLC bills

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

  • “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
  • “If cash and/or securities are contributed to or withdrawn from the account(s) mid-billing period, a prorated fee will be - 3- charged or a prorated amount credited to account for capital flows.”
  • “Prorated fees are calculated by multiplying capital flows by the number of days in the account for contributions or number of days not in the account for withdrawals, divided by the total number of days in the quarter, multiplied by the quarterly rate.”

How Darrell Capital Management, LLC’s fees compare

  • Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
  • Its flat or project fee of $750-$25,000 spans the California median of $5,000. 87% of the 796 other California planners that publish a flat or project fee charge less.

About Darrell Capital Management, LLC

“Darrell Capital Management, LLC (“DCM”) is a fee-only wealth management firm that provides investment management and financial planning services to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Insurance analysis
  • Cash flow and budgeting

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
3% a year
Clients
17
Employees
2
Works with
Individuals, high net worth individuals, businesses, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$100,095,863
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
310324
Website
darrellcapital.com (opens in new tab)
Phone
(310) 745-2381

Can advise clients in 2 states: California, Florida

Other planners in Rolling Hills Estates that publish fees

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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.