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Darvon Webb

11 Years of Experience
Pearland, TX
Sells Insurance

Darvon Webb is a registered investment advisor at Retirement Solutions, based in Pearland, TX, with 11 years of industry experience. Darvon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 100 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
100 clients
Average Client Portfolio
$150K average
Assets Under Management
$15.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11200 Broadway, Suite 2743, Pearland, TX, 77584

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Darvon sells life, health, and variable insurance products. This activity takes about half of Darvon's time.

Employment History
Current Registrations
Retirement Solutions
January 2015 - Present · 11 yrs 4 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.