Dahl Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,200,000
Total clients
125
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
125
Average account size
$249,600
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Market timing
Fee options
Flat fees for specific services ranging from $200 to $600, e.g., $500 for 401(k) reviews, $250 for IRA spend-down, $350 for life insurance needs analysis, $600 for retirement general plan (accumulation and distribution).
$0 - $5,000,000: 1% annually $5,000,000+: 0.75% annually
$200/hour for Account Manager; $100/hour for Associate Account Manager; $50/hour for Clerical and Administrative services.
Fee-only: Hourly charges for financial planning and consulting: $200/hour (Account Manager), $100/hour (Associate Account Manager), $50/hour (Clerical and Administrative). Fixed negotiated flat fees also available.
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.
Main office location
Dahl Financial Services, Inc.
7908 W. Judson Road
Polo IL 61064-9047, United States
Number of offices
1
Forms ADV
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