Darren Straniero is a CFP-designated registered investment advisor at Onplane Financial Advisors, based in Poolesville, MD, with 17 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, Insurance Planning, and 3 more. Their firm serves 37 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OnPlane Financial Advisors offers asset management services. The fee for financial planning and asset management or advisement is a fixed retainer fee, paid quarterly in advance. The fee is no more than 2% of client assets under management or advisement. The specific fixed fee is based on the time and resources required and the complexity of your financial situation. The advisor may negotiate fees with clients.
Location
Poolesville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Onplane Financial Advisors
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
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