Dolan Partners LLC fees and pricing

Financial planner in Danville, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Dolan Partners LLC charges a flat or project fee of $8,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $8,000; “Model: For clients with aggregate AUM below $800,000, the firm may offer a fixed annual $8,000 retainer.”

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

“Fees are paid quarterly, in arrears, and are based on the client’s aggregate portfolio value on the last business day of the quarter (end of March, June, September and December).”
“Should a client wish to terminate the relationship, fees will be prorated to the date of termination and any unearned fees will be refunded to the client.”

Its flat or project fee of $8,000 is above the California median of $5,000. 74% of the 796 other California planners that publish a flat or project fee charge less.
6 of the 6 other planners in Danville that publish a flat or project fee charge less.

“The firm provides financial planning, wealth management and discretionary investment advisory services to clients.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2010 (16 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $8,000 minimum fee (stated in brochure)
Clients: 46
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $55,230,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 152317
Website: dolanpartners.com (opens in new tab)
Phone: (415) 608-2080

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