Daren Pladson is a registered investment advisor at Mariner Wealth, based in Fargo, ND, with 24 years of industry experience. Daren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1630 1st Ave N, Suite B, Fargo, ND, 58102
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2010Settled
Employment History
Current Registrations
Mariner Wealth
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Sequoia Financial Group, L.L.C.
September 2024 - December 2024 · 3 mos
United Planners' Financial Services of America a Limited PartnerBroker
September 2015 - August 2023 · 7 yrs 11 mos
Eide Bailly Advisors, LLC
January 2007 - November 2024 · 17 yrs 10 mos
Securities America, INC.Broker
January 2007 - October 2015 · 8 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2005 - January 2007 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - January 2007 · 1 yr 9 mos
RBC Dain Rauscher INC.
June 2001 - April 2005 · 3 yrs 10 mos
RBC Dain Rauscher INC.Broker
March 2001 - April 2005 · 4 yrs 1 mo
State Registrations1 state
ND
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.