A complete list of active advisors currently associated with D'Agaro Financial Advisory LLC

Warmer can help you find a great advisor at D'Agaro Financial Advisory LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at D'Agaro Financial Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Alessandro D'agaro	Alexandria, VA	1

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