Our Fees


Our services are provided on a fee-only schedule based on the total assets under management for those clients who want to have investment management. Please review this page and our Form ADV Part 2A for our fee schedules on investment adviser and financial planning services.



fee-only RIA
As a fee-only RIA, Dias Wealth follows a fiduciary standard on how investments are recommended to clients. There are no commissions, revenue sharing, bonuses, or soft-dollar incentives for choosing investments versus brokers and fee-based financial advisors. Dias Financial, LLC may earn a commission from fixed insurance products including annuities, long-term care, or life insurance. Compensation is disclosed and subsequent fees will be reduced. However, clients are under no obligation to use and pay the fee instead. Benefits include:

No pressure to purchase mutual funds, stocks, bonds, traditional variable annuities, ETFs, Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), or alternative investments with upfront loads or commissions;

No hidden fees


Professional Ongoing relationship

Fee schedule*:

custodian reported account value

management fee

Up to $1,000,000

Up to 1.5%

$1,000,001 to $3,000,000

Up to 1.25%

$3,000,001 to $5,000,000

Up to 1.00%

$5,000,001 to $10,000,000

Up to 0.75%

Over $10,000,000

Up to 0.50%

*Fees may be negotiated per advisor's discretion


Adviser Services

Clients are provided investment adviser and financial planning services, authorizing the deduction of fees directly from their managed accounts monthly or quarterly (outlined in the Investment Advisory Services Agreement).

  • Financial Planning Hourly Fee

An hourly rate between $300 and $600 per hour, depending on complexity and number of hours. The fee may be negotiable per advisor’s discretion.

  • Financial Planning Fixed Fee

An agreed upon fixed fee before the start of any work ranging between $1,500 and $30,000. The fee may be negotiable per advisor’s discretion. Dias Wealth does not bill an amount above $500 more than six (6) months in advance.


planning services

Comprehensive Financial Planning
An upfront charge between $2,000 and $25,000 as well as an ongoing fee that is paid monthly, in advance, between of $200 and $2,000 per month. The fee may be negotiable per advisor’s discretion. Retainer Based Services include:

Annuity Review

Life Insurance Review

Long-Term Care Review

Beneficiary Review

our fees

of Services

Client may terminate this agreement for any reason within the first 2 business days after signing the contract without any cost or penalty. Thereafter, the contract may be terminated at any time by giving 10 days written notice to:

P.O. Box 952884
Lake Mary, FL 32795

In the event of early termination, any prepaid fees will be prorated for the number of days those services were rendered and any unearned fees will be refunded to the client.


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