A complete list of active advisors currently associated with Darby Wealth Planning LLC
Warmer can help you find a great advisor at Darby Wealth Planning LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Darby Wealth Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Las Vegas, NV
| 11
|
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