Das Financial Health (DFH) fees
Financial planner in Newark, Delaware. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 25, 2026, Das Financial Health (DFH) (Newark, DE) charges $300 an hour, a quarterly fee of $750-$1,500, and an annual fee of $3,000-$6,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Delaware median of $275; 6 of the 11 other planners in Delaware that publish an hourly rate charge less. 1 of the 2 other planners in Newark charges less.
“Our hourly rate is $300.”
- Quarterly fee
- $750-
$1,500/qtr “Fees are paid quarterly in advance, ranging from $750 to $1,500.”
- Annual fee
- $3,000-
$6,000/yr The one other planner in Newark that publishes an annual fee charges more.
“Wealth Management Services DFH, LLC charges a flat advisory fee ranging from $3,000 to $6,000 annually, paid quarterly in advance, and is negotiable.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Das Financial Health (DFH) bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Das Financial Health (DFH)
- Principal: Nandita Das
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, and annual planning fees
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 25, 2026
- CRD number
- 344134 (opens in new tab)
- Phone
- (570) 947-3444
Other planners in Newark that publish fees
- Black Arrow Capital LLCNewarkHourly $250/hr, Flat $1,250-$25,000
- Delaware Financial Planning, LLCNewarkHourly $450/hr, Flat $4,000-$8,000
More planners in Delaware that publish fees
- Great Ocean Road FinancialLewesHourly up to $600/hr
- Metz Capital Management LLCLewesHourly $175/hr, Flat up to $10,000
- Rockford Financial PlanningWilmingtonHourly $250/hr
- Creative Financial Concepts, Inc.WilmingtonHourly $150/hr, Flat $300
- SJL Financial LLCWilmingtonHourly $250/hr, Flat $2,500-$3,500
- Back Bay Financial Planning & InvestmentsBethany BeachHourly $400/hr, Flat $2,500-$5,000
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.