A complete list of active advisors currently associated with Darrow Wealth Group
Warmer can help you find a great advisor at Darrow Wealth Group or one who fits your needs even better.
Darrow Wealth Group provides portfolio management, pension consulting, and tiered financial planning packages to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities, and reports no account minimum. The firm manages a modest asset base through a small advisory team, with approximately $21.5 million in discretionary AUM. Instead of directly trading client securities, the firm typically directs portions of client assets to third‑party investment managers and creates an Investment Policy Statement for each client to document goals, time horizon, and risk tolerance; it also offers discretionary management when authorized. Ongoing planning clients receive access to eMoney planning software and quarterly reviews, and the firm’s financial planning menu includes services such as business exit planning, stock‑option analysis, and wealth transfer scenarios. Noteworthy operational features include a monthly client newsletter produced through FMG Suites and formal relationships with other firms: the brochure discloses an engagement with AssetMark, Inc. as a sub‑advisor and a requirement that clients use AssetMark Trust Company as custodian, as well as insurance‑related affiliations through Ameritas and a marketing association with Capstone. The firm’s reliance on third‑party manager selections, fee‑share arrangements, and its insurance agent activities are identified in the brochure as material affiliations and potential conflicts that distinguish its structure from many peers.
To learn more about the advisors currently working at Darrow Wealth Group, 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 |
|---|---|---|
Ontario, CA
| 4
| |
Ontario, CA
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)