A complete list of active advisors currently associated with DAC Financial Advisors, Inc.
Warmer can help you find a great advisor at DAC Financial Advisors, Inc. or one who fits your needs even better.
DAC Financial Advisors, Inc. is a fee-based registered investment adviser formed in 2026 that offers portfolio advisory, financial planning, and general consulting to individuals, families, trusts, retirement plans, and other entities. The firm provides ongoing non‑discretionary portfolio oversight and may recommend independent third‑party investment managers, arranging implementation through the GeoWealth platform with custody and execution handled by Schwab. The firm’s process begins with a complimentary Discovery Meeting to build a personal financial profile and produce a working financial plan that guides recommendations; financial planning and consulting engagements are offered on hourly or fixed‑fee bases and may be reduced when DAC also manages client assets. For ongoing advisory work DAC does not typically exercise trading discretion itself but monitors selected investment managers, evaluates their philosophies and performance, and recommends manager or strategy changes as appropriate. Compared with peers in the no‑active‑advisors category, DAC’s brochure highlights several uncommon features: the firm offers standalone financial planning, both hourly and fixed planning/consulting arrangements, and an active practice of selecting and supervising independent investment managers through a third‑party platform. The brochure also discloses that firm principals are licensed insurance agents who may receive commissions for insurance product sales, and it reports non‑discretionary assets under management of $0 as of August 1, 2026, with custody and fee billing administered by third parties.
To learn more about the advisors currently working at DAC Financial Advisors, Inc., 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 |
|---|---|---|
Reisterstown, MD
| 0
|
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