Transparency & Fees
Does This Sound Like You?
You have spent your life diligently saving and investing for retirement. Your company says, "Thanks for your service," and now you must figure out on your own how to create a retirement income that will sustain you—potentially for decades. We call it the Retirement Income Challenge.
As a Certified Retirement Counselor®, my team has developed a planning-focused process designed to guide you through retirement planning. We take your lifetime of savings and investments and craft a clear roadmap for turning them into a retirement income plan that supports a two-person household for 30 years or more. This thoughtful approach helps ensure our clients enter retirement with the ability to enjoy their next chapter with financial confidence.
Notes:
Annual investment advisory fees are billed quarterly and based on the account value at the end of each quarter. Assets under management fee schedule reflective of advisory services offered through My Advice Architect. Householding your accounts will result in a financial benefit to you due to reduced overall management fees and you should consider householding where applicable. In addition to above fees, clients pay a Manager Fee, based on selected investments. Other programs and solutions available in addition the above upon request. Clients over $250,000 will receive a complimentary comprehensive plan minus a $500 consultation fee. Investment advisory services are offered through Cetera Investment Advisers LLC. Financial Planning & Consulting Services is completed through a separate agreement from the Investment Management Services agreement. Please refer to firm's ADV Part 2A and the client's agreement for additional platform, strategist or any related fees that may apply. *Financial Advisors do not provide tax and legal advice. For tax/legal advice, please consult your tax/legal professional. *
Make Your Retirement
Dreams A Reality
Together, we'll create a personalized strategy that helps
ensure your retirement is everything you've worked for and more
Our Services
We offer tailored wealth and retirement planning, tax strategies, and legacy solutions, all crafted to align with your unique needs.
Our Approach
We take the time to understand your goals, aligning your assets with your vision through transparent, tailored strategies for lasting confidence.
Contact Us
Reach out today so we can create a personalized plan that brings your financial goals to life and supports your vision.
Transparency + Fees FAQ
Why does DanDarah Wealth Management publish its fees?
We believe clients should understand how financial advice is priced before deciding whether to work with an advisor. Our goal is to make fees, services, and potential costs as clear as possible.
How much does a comprehensive financial plan cost?
A comprehensive financial plan costs $1,500 for an individual or $2,500 for a couple.
What is included in a comprehensive financial plan?
Depending on your needs, a comprehensive plan may include portfolio analysis, Social Security analysis, retirement-income planning, employee-benefits review, insurance-needs analysis, debt strategies, and retirement-plan asset allocation.
Do you offer financial planning for younger investors?
Yes. Our Gen Z and Millennial Starter Package is designed to help younger individuals and couples establish strong financial habits. The cost is $500 for an individual or $1,200 for a couple.
Can I purchase individual planning services?
Yes. Certain services may be purchased separately, including Social Security analysis, employer retirement-plan analysis, estate-planning support*, and a financial comfort quiz. Additional financial advice may also be available at $200 per hour.
How are investment-management fees calculated?
Investment-management fees are generally based on a percentage of the assets we manage. The percentage decreases as the amount of managed assets increases.
How often are investment advisory fees charged?
Investment advisory fees are billed quarterly and are generally based on the account value at the end of each quarter.
Are there additional costs beyond the advisory fee?
There may be additional expenses associated with investment products, account platforms, strategists, or third-party managers. We review applicable fees and disclosure documents with clients before services begin.
How do I know which service is right for me?
The appropriate service depends on your goals, financial complexity, and the level of guidance you need. Some clients may benefit from a one-time analysis, while others may need comprehensive planning or ongoing investment management.