Derek Tharp is a CFP-designated registered investment advisor at Conscious Capital, based in Scarborough, ME, with 13 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 153 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be tiered at various asset levels. Conscious Capital may negotiate a different fee rate for certain client holdings, though it will not exceed the range set forth above.
Fee Estimator
Location
Scarborough, ME
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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
Derek owns Tharp Insurance Solutions, LLC, selling life and health insurance products, dedicating a few hours per week. He is also an Assistant Professor of Finance at the University of Southern Maine (full-time during the academic year), an independent contractor speaking and writing on personal finance topics (about a quarter of his time), and a Senior Advisor for Income Laboratory, Inc. (a few hours per week).
Employment History
Current Registrations
Conscious Capital
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Mote Wealth Management, LLC
Regentatlantic Capital, LLC
State Registrations5 states
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