Talley Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,825,444
Clients
100
Advisors
1
of 2 employees
About
Talley Financial provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses or corporate entities. It offers goal-setting, cash flow and retirement planning, insurance review, education funding, estate planning, and either ongoing asset management or standalone financial plans.
The firm implements a strategic asset allocation approach with an emphasis on actively managed mutual funds and exchange-traded funds and global diversification, managing accounts on both discretionary and non-discretionary bases and conducting periodic (typically quarterly) reviews. Custody and trade execution are conducted through a recommended qualified custodian, with trades placed under limited trading authorization and regular reporting provided to clients.
The brochure highlights a couple of features that are less common among peers: the firm expressly serves corporate/business clients and the firm’s principal is a licensed insurance agent who, according to the brochure, may implement insurance recommendations in that separate capacity and receive customary commissions. The brochure also discloses that the principal devotes time to managing several real-estate and operating business entities, a material outside-business activity noted in the firm’s disclosures.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.56%
$250 per hour for financial planning (negotiable)
Fee-only: Hourly fee of $250, negotiable
Main office
Manson WA
Advisors at this office
1
Most active in
Texas · Washington
Also doing business as
Darren J. Talley Dba Talley Financial · Talley Financial · Talley Financial, Inc · Talley, Darren, J.
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
Quick links
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