D'Agaro Financial Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
D'Agaro Financial Advisory LLC provides investment management, comprehensive ongoing financial planning, and standalone project-based planning to individual and high-net-worth clients. The firm operates on a fee-only, fiduciary basis and includes financial planning as part of its investment management engagements.
The firm’s investment approach combines fundamental equity analysis with Modern Portfolio Theory and a preference for asset allocation implemented largely through passive funds and ETFs, with the option to incorporate socially responsible (ESG) criteria when requested. Financial planning is integrated into the advisory relationship with a stated cadence of quarterly check-ins and scheduled tax- and benefits-related reviews throughout the year.
Noteworthy features include the firm’s very small scale — recently formed and managing roughly $1.2 million for two clients — and the explicit offering of both fixed-fee or hourly project-based planning alongside ongoing planning, which is less common among peers. The principal is a CFA charterholder with institutional equity research experience, the firm recommends use of a single institutional custodial platform (Altruist), does not aggregate trades across clients, and generally does not vote client proxies.
Client services
Expertise
Fee options
Project-Based Planning Comprehensive Plan fixed fees range from $3,000 to $6,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% Greater than $2,000,000+: 0.50%
Hourly fee of $225 per hour for Focused Consultation under Project-Based Planning
Financial Planning ongoing monthly fixed fee range from $400 to $650 per month, paid in advance
Account minimum: $125,000 Minimum fee: Minimum annual fee of $2,500 for Investment Management services Fee-only: Financial Planning fees are fee-only; no commissions or sales-related compensation received
Main office
Alexandria VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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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