DTC Wealth Pricing

What to expect from this financial advisory firm and how their services compare to traditional fractional CFOs.

Key Takeaways

  • •DTC Wealth offers business advisory at $2,000-$5,000/month
  • •Personal wealth management priced as 0.5%-1.5% of AUM annually
  • •Integrated approach combining personal and business finances
  • •Ideal for founders planning liquidity events or exits
  • •Provides both CFO-level business guidance and wealth management
  • •Best suited for entrepreneurs with significant personal assets

DTC Wealth is a financial advisory firm that provides services ranging from wealth management to business financial consulting. While primarily focused on personal wealth, they also offer business advisory services that can include elements of CFO-level guidance for entrepreneurs and business owners.

For business owners who also need personal wealth management, working with a firm like DTC Wealth can provide both personal and business financial guidance. This integrated approach is particularly attractive to founders who want their business and personal finances aligned, especially those planning for liquidity events or exits.

Based on available data and industry positioning, DTC Wealth's business advisory services typically range from $2,000 to $5,000 per month , depending on the scope of engagement and services required. Personal wealth management services are typically priced as a percentage of assets under management (AUM), ranging from 0.5% to 1.5% annually.

Integrated Financial Planning

For founders approaching exits, having both business and personal financial guidance from one firm can ensure tax-efficient planning and coordinated wealth management strategies.

How DTC Wealth Pricing Works

DTC Wealth typically offers these service models:

Wealth Management (AUM-Based) Personal wealth management services typically priced as a percentage of assets under management.

Typical range: 0.5% - 1.5% of AUM annually

Monthly retainer for business financial guidance and CFO-level advisory.

Typical range: $2,000 - $5,000 per month

Specific business consulting engagements for defined deliverables.

Typical range: $3,000 - $15,000+ depending on scope

What DTC Wealth Offers

DTC Wealth Pros and Cons

Eagle Rock CFO Pricing

For comparison, here's what Eagle Rock CFO offers. Our pricing is transparent and designed for seed to Series A startups:

Monthly reporting, dashboards, KPI tracking, and AI-powered insights.

Full CFO partnership including strategy, board decks, and fundraising.

Full partnership with board attendance and M&A support.

Our pricing includes CFO expertise from Harvard MBA founders who've scaled companies to $100M+, top-tier PE experience, and AI-powered analytics. No hidden fees or surprise costs.

Frequently Asked Questions

Questions to Ask Before Hiring

Before engaging DTC Wealth or any advisory firm, ask these questions:

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Related Resources

Everything you need to know about costs

This article is part of our Pricing | Eagle Rock CFO guide.