D'Agaro Financial Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
D'Agaro Financial Advisory LLC describes itself as an investment adviser offering continuous investment management for individuals and high-net-worth clients alongside comprehensive, ongoing financial planning. The firm’s brochure sets a $125,000 minimum for managed accounts but shows $0 in discretionary and non-discretionary assets and no current advisory clients.
The firm’s stated investment approach emphasizes Modern Portfolio Theory and asset allocation, with a preference for passive vehicles such as index mutual funds and ETFs and the option to incorporate ESG or values-based screens at a client’s request. Financial planning is provided as part of its investment management service at no additional charge, while standalone planning engagements are structured with an upfront plan fee followed by a monthly retainer.
The ADV highlights several operational features that distinguish the firm from many peers: it is a recently formed, compact advisory operation that recommends use of the Altruist institutional custody and execution platform, does not aggregate or block trades, and generally does not vote client proxies. Together — the zero reported AUM at launch, inclusion of planning for managed-account clients, a specified custodian relationship, and an explicit no-block-trading policy — shape a business model that differs from larger, more established investment-manager peers.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Financial Planning initial one-time fee of $1,500 to $2,250
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% Greater than $2,000,000+: 0.50%
Financial Planning hourly rate of $225 for proration upon early termination
Ongoing Financial Planning monthly recurring fee of $400 to $650 per month, paid in advance
Account minimum: $125,000 Minimum fee: $2,500 per year minimum annual fee for investment management services Fee-only: Investment Management and Financial Planning services are fee-only (no commissions or sales-related compensation)
Main office location
D'Agaro Financial Advisory LLC
Alexandria VA, United States
Number of offices
1
Most active in
D'Agaro Financial Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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