DA Financial Advisors, Inc.
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
DA Financial Advisors, Inc. provides comprehensive financial planning and related advisory services to high‑net‑worth individuals, families, trusts, estates, charitable organizations, corporations and other entities, and facilitates implementation of recommended investment strategies through third‑party managers and brokerage platforms. The firm offers fee‑based planning under fixed and hourly arrangements and also arranges insurance solutions through licensed agents affiliated with the firm.
The firm employs fundamental, long‑term investment strategies and requires a written Statement of Investment Policy for each client that documents objectives, asset allocation ranges, tax considerations and performance benchmarks, with annual review. Implementation may occur via no‑load mutual funds, external managers or a client’s outside advisors; the firm does not accept discretionary trading authority or custody client assets.
Notable distinctions include the principal’s dual role as a registered representative of a national broker‑dealer and as a licensed insurance agent, and the firm’s disclosed affiliations with broker‑dealer and insurance channels—arrangements that can produce commission income for insurance sales alongside fee‑based planning. Unlike many investment‑manager firms, DA Financial emphasizes fixed and hourly planning fees rather than percentage‑of‑assets‑under‑management billing, and the brochure outlines policies intended to identify and address related conflicts of interest.
Client services
Financial planning
Expertise
General tax planning
Fee options
Flat fee ranging from $750 to $1500 for financial planning services, negotiable depending on scope and complexity.
Commission compensation received as insurance agents affiliated with the firm for insurance product sales.
Hourly rates range from $100 to $300 per hour depending on complexity of work.
Fee-only: Hourly rates from $100 to $300 per hour depending on complexity; Flat fee ranging from $750 to $1500 for financial planning services, negotiable; Annual fee of $200 billed after second anniversary.
Main office location
DA Financial Advisors, Inc.
3300 Edinborough Way, Suite 490
Edina MN 55435, United States
Number of offices
1
Most active in
DA Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Minnesota
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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
Quick links
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