Darci Zaunmiller
Advisor at Nectarine
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Nectarine
Location
Queen Creek, AZ
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
About
Darci Zaunmiller is a CFP® professional with 18 years of experience in the financial industry. She is currently affiliated with Nectarine and Uprise, providing financial planning and coaching services, and she also owns Decisions in Divorce, where she consults on divorce planning and financial statement analysis. Prior to these roles, she worked at Merrill for 15 years and held positions at Ellevest and Confidence Wealth Management. Nectarine serves individual clients across a range of wealth levels by offering consultative financial planning through a selection of advisory personnel. The firm emphasizes long-term asset allocation with low-cost, index-based ETFs and mutual funds, providing planning services on an hourly or flat-fee basis without managing client assets.
Expertise
Based on Nectarine
General retirement planning
Income planning
Life insurance needs analysis
Cash flow / budgeting
Fee options
Plan Services flat fee generally less than $10,000; Ongoing Financial Planning Services flat fee generally ranges from $100 to $3,000 per quarter
Generally less than $500 per one hour session
Ongoing Financial Planning Services charged quarterly in advance, flat fee generally ranges from $100 to $3,000 per quarter
Fee-only: Hourly rate generally less than $500 per one hour session; Flat fee generally less than $10,000 for an 8-week Plan Services engagement; Flat fee generally ranges from $100 to $3,000 per quarter for Ongoing Financial Planning Services
Location
Queen Creek, AZ
Most active in
Darci Z has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Work history
Uprise
2026 - Present (1 year)
Nectarine
2026 - Present (1 year)
Decisions in Divorce
2025 - Present (1 year)
Ellevest
2023 - 2025 (2 years)
Confidence Wealth Management
2023 - 2023 (1 year)
Merrill
2008 - 2023 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Mesa, AZ
Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
David P
CFP®, Series 63
Queen Creek, AZ
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Daniel A
Series 65
Gilbert, AZ
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Series 63, Series 66
Chandler, AZ
MACC IV Group
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