Darby Creek Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Darby Creek Financial Advisors LLC offers financial planning, consulting, discretionary portfolio management, and donor-advised fund investment services to individuals, high‑net‑worth clients, and business entities. Clients receive a written or digital financial plan when engaged and may opt for ongoing management using model portfolios or third‑party managers on the firm’s custodian platform.
The firm’s investment approach is centered on risk‑tolerance and time‑horizon based asset allocation, implemented mainly with ETFs and mutual funds and occasionally using tactical allocation and tax‑loss harvesting in taxable accounts. It uses the Charles Schwab Advisor Services platform for custody and may recommend separately managed accounts or third‑party sub‑advisers while retaining discretionary trading authority.
Notably, the firm’s managing member is a licensed insurance agent and may recommend or sell insurance products for separate commissions, a business affiliation the brochure highlights and that can create potential conflicts of interest. The adviser is newly formed and registered in 2026 with no assets under management reported on its initial brochure, and it explicitly provides discretionary investment management for Schwab Charitable donor‑advised fund accounts, which may be relevant to clients considering custodian and service choices.
Client services
Expertise
Fee options
Financial planning fixed maximum rate of $5,000 (negotiable)
$0 - $499,000: 1.00% $500,000 - $999,000: 0.80% $1,000,000 - $2,499,999: 0.70% $2,500,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.35% $10,000,000+: 0.25%
$300 per hour for financial consulting services
Fee-only: Financial planning fixed maximum rate of $5,000 (negotiable); Financial consulting hourly rate of $300
Main office
213 S Chillicothe St
Plain City OH 43064
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Darby Creek Financial Advisors LLC · Darby Creek Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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