DA Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning to high‑net‑worth individuals, families, trusts, estates, charitable organizations and business entities, addressing tax, investments, risk management, estate planning and retirement. It delivers advice on a non‑discretionary basis and implements recommendations through clients’ chosen custodians or third‑party managers rather than by taking custody or providing ongoing portfolio management for individual accounts.
Investment guidance is based on fundamental, long‑term strategies and each client engagement begins with a written Statement of Investment Policy that documents objectives, tax and liquidity needs, risk tolerance and asset‑allocation ranges. Implementation may include no‑load mutual funds, outside managers or client custodians, and the firm generally uses fixed or hourly planning arrangements instead of percentage‑of‑assets fees.
The firm’s structure is atypical for a solo independent adviser: associated persons are registered representatives of a broker‑dealer (Cambridge Investment Research), affiliated with an adviser platform (Cambridge Investment Research Advisors), and also act as licensed insurance agents able to place commissionable insurance products. The brochure discloses these multiple affiliations and outlines controls for conflicts (written disclosures, a Code of Ethics and periodic reviews), and the firm states it will not accept discretionary authority or custody of client assets.
Client services
Expertise
Fee options
Flat fee ranging from $750 to $1,500 for financial planning services, negotiable
Commission compensation received as insurance agents affiliated with the firm
Ranges from $100 to $300 per hour depending on complexity
Fee-only: Flat fee ranging from $750 to $1,500 for financial planning services (negotiable); hourly rates from $100 to $300 per hour depending on complexity; annual fee of $120 billed after second anniversary
Main office
3300 Edinborough Way, Suite 490
Edina MN 55435
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Da Financial Advisors, Inc. · Denise Alemayehu Financial Advisors, Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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