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 describes itself as an investment adviser offering continuous investment management for individuals and high-net-worth clients alongside comprehensive, ongoing financial planning. The firm’s brochure sets a $125,000 minimum for managed accounts but shows $0 in discretionary and non-discretionary assets and no current advisory clients. The firm’s stated investment approach emphasizes Modern Portfolio Theory and asset allocation, with a preference for passive vehicles such as index mutual funds and ETFs and the option to incorporate ESG or values-based screens at a client’s request. Financial planning is provided as part of its investment management service at no additional charge, while standalone planning engagements are structured with an upfront plan fee followed by a monthly retainer. The ADV highlights several operational features that distinguish the firm from many peers: it is a recently formed, compact advisory operation that recommends use of the Altruist institutional custody and execution platform, does not aggregate or block trades, and generally does not vote client proxies. Together — the zero reported AUM at launch, inclusion of planning for managed-account clients, a specified custodian relationship, and an explicit no-block-trading policy — shape a business model that differs from larger, more established investment-manager peers.

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.