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Darby De Pauw

Advisor at Creekmur Asset Management, LLC

Updated today
Creekmur Asset Management, LLC logo

Firm

Creekmur Asset Management, LLC

Location

Abilene, TX

Credentials

Series 63, Series 66

Industry experience

5 years

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

True Wealth Legacy Planning fixed fees range from $1,600 to $25,000; One-time modular plan fees typically range from $600 to $1,500.

Percentage

$0 - $250,000: Not explicitly stated, but Foundational Program catered to clients with less than $250,000 uses subscription fees instead of AUM fees $250,000+: Up to 2.00% for Wrap Fee Program (includes advisory fees, platform fee, and transaction fees)

Project-based

$400/hour for one-time modular financial planning services.

Subscriptions

Foundational Financial Planning subscription fees range from $500 to $2,500 annually.

Other

Account minimum: $100,000 (waivable at firm's discretion) Fee-only: Financial planning fees ranging from $600 to $25,000 depending on service type; hourly rate $400/hour for modular plans.

Work history

Keller Williams

2024 - Present (2 years)

Creekmur Asset Management, LLC

2024 - Present (2 years)

Unemployed

2023 - 2024 (1 year)

Shane Hall Financial

2022 - 2023 (1 year)

Robert W Baird

2019 - 2022 (3 years)

TD Ameritrade

2019 - 2019 (1 year)

New York Life

2018 - 2018 (1 year)

Boys and Girls Club of America

2017 - 2018 (1 year)

Boys and Girls Club of America

2017 - 2017 (1 year)

Texas Tech University

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dillon C

CFP®, CPA

Abilene, TX

Simply Human Advisors

CPA and CFP by training, Servant by inclination. Serving people who are hurting has always been my natural instinct, and God-given gift. However, it was during my period of intense grief that my calling crystalized. Simply Human Advisors was built to serve those who are grieving.

Divorced Widow/Widower

Conner N

Series 66

Abilene, TX

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner

James N

Series 63, Series 65

Abilene, TX

Merrill

James H. Newcomb is the Senior Resident Director and Wealth Management Advisor at Merrill, serving the Abilene area. He leads the Abilene Merrill Office and focuses on developing personalized wealth management strategies tailored to clients’ specific financial goals. His client expertise includes family wealth management, legacy planning, managing new wealth, services for endowments, foundations and non-profits, personal retirement planning, portfolio management, and advising women and wealth. Jim joined Merrill in 1994 after six years in commercial banking. He holds a Bachelor of Business Administration degree in Finance from Hardin Simmons University (1986) and a Master of Business Administration from Texas Tech University (1990). He maintains FINRA registrations Series 7, 63, 65, 9, and 10, and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since 2004, he has served as the Resident Director of Merrill’s Abilene office and attained the title of Senior Resident Director. Outside of his professional role, Jim is active in the community, having served on various non-profit boards and coaching youth sports. He currently serves as Texas Wildlife Association Region 2 Director, and sits on the boards of Hardin Simmons University School of Business Advisory and Ben Richey Boys Ranch. Jim enjoys antiquing, fishing, golfing, music, reading, and spending time with his wife Michele and their two children.

Wealth management General retirement planning General estate planning guidance Charitable giving & philanthropy Women Professionals

Dan D

Series 66

Abilene, TX

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner LGBTQIA

Neil S

Series 63, Series 66

Clyde, TX

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Intergenerational Families

Jason W

Series 66

Abilene, TX

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Intergenerational Families
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