Darren Talley is a CFP-designated registered investment advisor at Talley Financial, based in Chelan, WA, with 19 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 102 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.56% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Chelan, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darren is a notary public and holds various managing member/officer positions in several LLCs involved in real estate, transportation, medical billing, vehicle holding/repair, construction, and waterproofing. Darren is also a licensed insurance agent since 1985, dedicating minimal time to selling insurance and annuity products.
Employment History
Current Registrations
Talley Financial
State Registrations2 states
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