Derek Delaney is a CFP, ChFC-designated registered investment advisor at Pharmd Financial Planning LLC, based in Owatonna, MN, with 11 years of industry experience. Derek 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 2 more. Their firm serves 48 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PharmD Financial Planning offers investment management through outside managers. Clients pay a fixed annual fee of $12,000, paid quarterly. This fee does not include the outside manager's fee, which ranges from 0.00% to 1.2% of the portfolio value. Clients with no investable assets for PharmD Financial Planning to manage will still pay the $12,000 fixed fee.
Contact
Derek Delaney
Location
125 28th St. Ne, Suite 2, Owatonna, MN, 55060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pharmd Financial Planning LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
MML Investors Services, LLCBroker
State Registrations2 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.