Cody Darrow is a registered investment advisor at Darrow Wealth Group, based in Ontario, CA, with 3 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Location
Ontario, CA
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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 Activities
Cody is a financial professional at Capstone Financial Group and an owner at Darrow Wealth Group, both since October 2022. He dedicates significantly more than full-time hours to these financial services activities.
Employment History
Current Registrations
Darrow Wealth Group
Previous Registrations
Ameritas Advisory Services, LLC
Oneamerica Securities, INC.
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.