Darby Wealth Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,471,240
Clients
19
37% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$1,445,855
About
The firm provides financial planning, consulting, annual retainer services, and discretionary portfolio management for individuals (including high‑net‑worth individuals), trusts, estates, charitable organizations, pension/profit‑sharing plans, and businesses. It offers one‑time and ongoing planning engagements, implementation help, and may recommend or place clients with third‑party investment managers for portions of portfolios.
Investment advice is tailored to each client and grounded in fundamental analysis, with strategies that include long‑term and short‑term positions, trading, and options-based activity. The firm manages client accounts on a discretionary basis with continuous monitoring and rebalancing and, when appropriate, allocates to separately managed accounts or third‑party model strategies.
Compared with many peers, the firm discloses the use of options and other derivatives within separately managed accounts — a practice the firm identifies explicitly in its written disclosures and that is uncommon for independent advisers of this size. It is a small, single‑adviser practice with about $27.47 million in discretionary assets across 19 clients and an affiliated business that provides bookkeeping, tax, and outsourced CFO services, a structure the brochure notes can lead to cross‑service referrals and potential conflicts of interest that are disclosed to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Elder care planning
Equity Recipients (RS/RSU, SOP, ESPP)
Cash flow / budgeting
Occupation focus
Executive
Fee options
Fixed fees generally range from $500 to $25,000 for one-time financial planning and consulting services.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Certain persons associated with the firm are licensed insurance agents and may receive commissions for insurance product sales, which is separate and in addition to advisory fees.
Hourly fees generally range between $250 and $500 per hour for one-time financial planning and consulting services.
Annual financial planning and consulting fees have an ongoing annual fee typically ranging between $10,000 and $30,000, billed monthly in advance.
Minimum fee: Annual financial planning and consulting fees typically require an initial setup fee of $2,500 in the first year; ongoing annual fees typically range between $10,000 and $30,000, billed monthly in advance. Fixed fees for one-time plans range from $500 to $25,000. Fee-only: Financial planning and consulting fees, fixed fees ranging from $500 to $25,000, hourly fees ranging from $250 to $500 per hour.
Main office location
Darby Wealth Planning LLC
9205 West Russell Road, Suite 240
Las Vegas NV 89148, United States
Number of offices
2
Most active in
Darby Wealth Planning LLC has reported serving >5 clients in these states in the last 12 months.
California · Nevada · New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
Forms ADV
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