Daryl Varney is a registered investment advisor at Lotic Financial Planning LLC, based in Naperville, IL. Daryl 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.
Compensation
Firm Size
IM Fee
Fee Structure
Lotic Financial Planning charges an hourly rate of $200 for project-based financial planning engagements. The services cover specific areas of your financial life, including cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies.
Location
Naperville, IL
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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 →Employment History
Current Registrations
Lotic Financial Planning LLC
State Registrations1 state
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
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