Das Wealth Management fees and pricing

Financial planner in Orlando, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 21, 2025, Das Wealth Management charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “Compensation – Financial Planning DAS generally charges a separate fee for financial planning services @ $100.00 per hour.”

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

“Clients also elect to be invoiced directly for fees or to authorize DAS to directly debit fees from client accounts.”
“In case termination of any account, any earned, unpaid fees will become due and payable.”
“The advisory fee will be payable when the account is established, pro-rated for the first partial quarter.”

Its hourly rate of $100 is below the Florida median of $288. 1% of the 372 other Florida planners that publish an hourly rate charge less.
1 of the 22 other planners in Orlando that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Founded: 2015 (11 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $105,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 269974
Website: dasfinancials.com (opens in new tab)
Phone: (904) 423-6860

Is something on this page wrong or out of date?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