Patrick Darby
Patrick Darby is a CFP-designated registered investment advisor at Darby Wealth Planning LLC, based in Las Vegas, NV, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 19 clients with $22M 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 - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be negotiable depending on the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Location
9205 West Russell Road, Suite 240, Las Vegas, NV, 89148
Get directionsHistory
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
Patrick is an independent insurance agent since 2016, dedicating about 10-20% of his time to insurance product sales and services. He is also an Enrolled Agent (EA) since 2019 and manager of Sin City CFO LLC, providing tax and business consulting services.
Employment History
Current Registrations
Darby Wealth Planning LLC
Previous Registrations
Neopolitan Capital Group, LLC
Olson, Cross & Alamo Advisors LLC
State Registrations4 states
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.