DG
DG

Darius Godfrey

1 Year of Experience
Chandler, AZ

Darius Godfrey is a registered investment advisor at Sunstone Financial, based in Chandler, AZ, with 1 years of industry experience. Darius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 216 clients with $89M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
216 clients
Average Client Portfolio
$411K average
Assets Under Management
$88.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

25 Arizona Place, 5th Floor, Chandler, AZ, 85225

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sunstone Financial
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Next Financial Group, INC.
April 2025 - April 2025 · 0 mos
Next Financial Group, INC.Broker
January 2025 - May 2025 · 4 mos
Charles Schwab & CO., INC.Broker
October 2024 - January 2025 · 3 mos
State Registrations2 states
AZTX
Advisor

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.

Exams
No exam information available for this advisor.