Advisor at The L. Warner Companies, Inc
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
The L. Warner Companies, Inc
Location
Timonium, MD 21093
Credentials
CFA®, Series 63
Industry experience
9 years
Derek Elphick is a CFA® charterholder with nine years of industry experience. He is currently with The L. Warner Companies, Inc and previously worked at Castfirm Advisors LLC, United Brokerage Services, Inc., and United Bank. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities, offering financial planning, investment management, consulting, and administration services. The firm manages diversified portfolios using fundamental research and a variety of investment vehicles, typically with multi-year horizons and limited turnover.
Based on The L. Warner Companies, Inc
Based on The L. Warner Companies, Inc
Flat fees may be agreed upon for investment management or financial planning services.
Up to 1.5% annually (maximum) - negotiable
Commission-based compensation may be earned from insurance products sold by associated persons in their separate capacities as insurance agents or brokers.
Account minimum: $500,000 (negotiable) Fee-only: Financial planning fees typically range from $1,000 to $25,000, negotiable; may exceed $25,000 for complex engagements.
9690 Deereco Road, Suite 650
Timonium, MD 21093
Maryland · New York
Castfirm Advisors LLC
2026 - Present (1 year)
The Warner Companies
2016 - 2026 (10 years)
United Brokerage services, Inc.
2015 - 2016 (1 year)
united bank
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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