Hourly Consultations

Hourly consultative services are best suited for investors looking for an isolated analysis or directional advice.

Although certain instances may require the development of a comprehensive financial plan, there are many cases where only situational financial guidance is needed.

Fee-only financial advisor with a fiduciary duty

Darrow is a fee-only registered investment advisor. This means that we do not sell any products or receive commissions; and we have a fiduciary duty to make recommendations that are only in the best interest of our clients. Whether you are an hourly client or a wealth management client, our standards remain the same.

Common Topics for Hourly Guidance or Analysis

  • Portfolio risk analysis
  • Inheritance planning and investing windfall funds
  • Asset allocation
  • Education and college planning
  • Retirement planning and needs analysis
  • Major purchases
  • Debt management
  • IRA vs. Roth IRA benefit analysis
  • Life insurance needs analysis
  • Equity-based compensation
  • Diversification strategies

For more information on hourly financial consultations, please complete the form below and an advisor will contact you to discuss your needs.