Transparent Pricing for All

There are no minimums in terms of investable assets or net worth to be a Dark Horse Private Wealth client. And, the initial discovery call is complimentary. There is, however, a minimum fee for us to take you on as a client.


Book a Complimentary 2-Part Discovery Call

  • 1st Call: Get acquainted & discover ways we can help.
  • - If we're a fit, we'll request some information & schedule a 2nd call.
  • 2nd Call: Review financial profile & discuss long-term goals.
  • - You decide whether you'd like to continue the process.

We’ll Build Your Financial Plan

Based on what we heard from you in our discovery calls, we'll build a financial plan that will be the map for your entire financial journey.



  • Financial Goal Development & Probability Analysis
  • Financial Organization / Balance Sheet Preparation
  • Cash Flow Planning and Budgeting / Debt Management
  • Investment Management Review & Recommendations
  • Insurance Evaluation & Recommendations
  • Risk Tolerance Determination
  • College Funding Plan
  • Estate Planning Roadmap
  • Advanced Tax Planning Strategies
  • Small-Business Retirement Planning / Qual. Plan Design & Management
  • Stock Options & Equity Compensation Planning
  • Real Estate Analysis & Recommendations
  • Alternative Investment Opportunities
  • Retirement Distribution Strategy
  • Social Security Timing and Evaluation
  • Roth Conversion Assessment
Get Started

Your Plan In Action

Now that you're equipped with your Financial Plan, it's time to put it in motion. We'll guide you at each step of the journey, ensuring the Plan becomes reality and adapts as circumstances change.

We Price to be Aligned, Not to Take Advantage

Our fees as a % of assets decrease as the assets increase because the work required doesn't increase 1:1 with each dollar added.



Investable assets

Not ready to become a client just yet?

If you're interested in working with Dark Horse Private Wealth in the future but not quite ready to make moves in the here-and-now, sign up for our mailing list.

Don't worry…we won't spam you! Periodically, we'll send you materials about investment and tax saving opportunities to keep us top of mind and help you identify when it's go-time.


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It Really is a No-Brainer

If a good financial advisor increases your returns by an additional 3% per year, imagine what the Dark Horse team can do for you.

Reach out for a free consultation.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The Dark Horse Advisor's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Dark Horse Advisors, LLC, an Investment Advisor registered with the State of Nevada. Registration does not imply a certain level of skill or training. 

Certain Investment Adviser Representatives of Dark Horse Advisors, LLC are dually registered with DFPG Investments, LLC as Registered Representatives of the broker-dealer and Investment Adviser Representatives of the Registered Investment Adviser. Securities offered through DFPG Investments, LLC member FINRA/SIPC.