Robert Darrow is a CFP-designated registered investment advisor at Strive Retirement Group, based in Daytona Beach, FL, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 14 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The advisory fee is determined based on level of engagement of SRG services which could include investment selection assistance, financial plan-level consulting and investment consulting and education requested. Fees are generally negotiable.
Fee Estimator
Location
132 W. International Speedway, Blvd Suite 65, Daytona Beach, FL, 32114
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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
Robert is employed with Excel Wealth Management and is dually registered. He is also a board member for a Home Owners Association.
Employment History
Current Registrations
Strive Retirement Group
Previous Registrations
Excel Wealth Management, LLC
Paychex Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.