Darby Investment Services LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“DIS may negotiate an hourly fee of $125 per for specific project requests.”

Flat or project fee

$125⁠-⁠$350

“Cash Flow Financial Plan DIS’s fee for a Cash Flow Financial Plan engagement is a fixed fee ranging from $125 to $350 per meeting.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Darby Investment Services LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable at DIS’s sole discretion.”
• “Fees are payable before the first meeting. 6 Project Retainer Services under the Project Retainer are typically provided on a fixed-fee basis.”
• “In no event will DIS collect more than $500 more than six months in advance from any client.”

How Darby Investment Services LLC’s fees compare

• Its hourly rate of $125 is below the New Jersey median of $300. 2% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $125-$350 is below the New Jersey median of $5,000. 1% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Darby Investment Services LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312457

Phone

(856) 689-4950

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

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