DSA Asset Management, LLC fees
Financial planner in Chandler, Arizona. Registered with state securities regulators.
DSA Asset Management, LLC (Chandler, AZ) listed $75 an hour and a flat or project fee of $500-$4,500 for financial planning in a Form ADV Part 2A brochure dated February 19, 2020, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated February 2020, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2020. Fees can change.
- Hourly rate
- $75/hr
“Our hourly fee is $75 and generally due upon completion of services rendered.”
- Flat or project fee
- $500-
$4,500 “Our fixed fees range between $500 and $4,500, and the first half of the fee is due in advance of 5 services rendered with the remaining balance payable upon completion of the contracted services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the February 2020 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How DSA Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Where clients arrange to pay our annual fee as invoiced, such fee payments are due within 15 days from the date of invoice.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “If advanced fee paying arrangements are negotiated and we have received pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 19
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 26, 2020
- CRD number
- 284185 (opens in new tab)
- Website
- dsaam.com (opens in new tab)
- Phone
- (615) 474-0100
Other planners in Chandler that publish fees
- Bugle ValleyChandlerFlat $4,500-$6,500, Annual $8,000-$25,000/yr
- Currents Wealth Strategies LLCChandlerHourly $300/hr, Flat $2,500-$20,000
- Ironwood Wealth Management, LLCChandlerFlat $2,000, Annual $5,000-$50,000/yr
- SmartAlpha Wealth Advisors LLCChandlerHourly $300/hr, Flat $400-$12,000 2022 brochure
More planners in Arizona that publish fees
- CRB Strategic Services LLCPhoenixFlat $1,000-$10,000, Quarterly $250-$2,500/qtr
- Bledsoe Asset Management, LLCPhoenixHourly $250/hr
- Tandem Wealth AdvisorsPhoenixFlat up to $10,000
- Groundwork Financial PartnersPhoenixHourly $250/hr, Flat $1,500-$5,000
- Sensible Money, LLCScottsdaleHourly $200-$500/hr, Flat $1,200-$20,000
- Farnam FinancialPhoenixQuarterly $250-$25,000/qtr
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.