DLK Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“The Firm’s financial planning fees range from $250 to $500 per hour depending on the level and scope of the services required and the professionals rendering the services.”

Annual fee

$3,000/yr

“DLK bases its fees on a percentage of assets under management and fixed fees for certain accounts not meeting the Firm’s minimum fee of $3,000 per annum.”

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

How DLK Investment Management bills

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

• “We normally charge our advisory fees quarterly in advance.”
• “In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”
• “Upon receipt of your letter of termination, we will proceed to close out your account and process a pro-rata refund of unearned advisory fees.”

How DLK Investment Management’s fees compare

• Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Solana Beach that publish an hourly rate charge less.
• Its annual fee of $3,000 is below the California median of $6,250. 22% of the 224 other California planners that publish an annual fee charge less.
• None of the 2 other planners in Solana Beach that publish an annual fee charge less.

About DLK Investment Management

• Firm size: 5 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• 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

1.5% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

433

Employees

5

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$524,000,831

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

149096

Website

linkedin.com (opens in new tab)

Phone

(858) 433-3200

Can advise clients in 9 states: Arizona, California, Colorado, Louisiana, New Jersey, Nevada, Texas, Utah, Washington

Other planners in Solana Beach that publish fees

• Blankinship & Foster, LLCSolana Beach$300/hr
• Cornerstone Asset Advisors Inc.Solana Beach$250/hr
• D. M. Brenner, Inc.Solana Beach$15,000, $10,000/yr
• Focus Investment Advisors, IncSolana Beach$300/hr, $1,000⁠-⁠$5,000
• Measured Money ManeuversSolana Beach$250⁠-⁠$350/hr, $2,500⁠-⁠$10,000

Compare all 7 planners in Solana Beach