D
Darby Investment Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Darby Investment Services LLC is a small, fee-only financial planning firm that provides advice to individuals and families on taxes, cash flow, retirement planning, investment allocation and security selection. The firm operates in a non-discretionary capacity: it makes fiduciary recommendations but does not custody client assets, execute trades, or vote client proxies.
The firm’s recommendations are informed by public research sources and are tailored to each client’s tax situation, risk tolerance and goals, typically focusing on no-load mutual funds, exchange-traded funds, dividend-paying large-cap equities, money market accounts and certificates of deposit. Fees are charged as fixed and hourly arrangements rather than as a percentage of assets under management, an uncommon billing approach for firms in this category.
Distinctive features include the owner’s accounting and investment-accounting background and operation of a separate tax-preparation business, which introduces an accounting-oriented service rarely seen among peers. The owner is also a licensed life insurance producer and the firm may receive sales commissions if clients purchase recommended life insurance or fixed annuities; the brochure discloses this potential conflict and describes client choice and disclosure as mitigating measures.
Client services
Financial planning
Expertise
Life insurance needs analysis
Annuities
Cash flow / budgeting
Fee options
Fixed fees ranging from $125 to $350 per meeting for Cash Flow Financial Plan; $250 to $500 for Financial Budget Preparation; fixed fees for Project Retainers based on complexity and time required.
Sales commissions received from insurance products or fixed annuities recommended and purchased by clients.
Hourly fees of $125 per hour may be charged for specific project requests.
Fee-only: Fixed fees ranging from $125 to $500 per engagement or meeting, negotiable based on complexity. Hourly fees of $125 may be charged for specific project requests.
Main office location
Darby Investment Services LLC
190 N Evergreen Ave
Woodbury NJ 08096, United States
Number of offices
1
Most active in
Darby Investment Services LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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