Darien Croce
Parallel Wealth Management · Redding, California
Darien Croce is a fee-only financial advisor at Parallel Wealth Management in Redding, California. Darien focuses on tax planning and retirement planning. Parallel Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Parallel Wealth Management |
|---|---|
| Based in | Redding, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $43.4M across 154 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4747766 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.retiredyourway.com |
| Profile |
How Darien's firm compares
- Parallel Wealth Management's average account is about $282,000, from its Form ADV (assets managed divided by 154 accounts).
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Questions about Darien
Is Darien Croce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Darien holds no broker registration, and Parallel Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Darien charge for financial advice?
Darien's firm, Parallel Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Darien Croce based?
Darien Croce is based in Redding, California.
What does Darien specialize in?
Darien's specialties include tax planning and retirement planning.
Is Darien Croce registered with the SEC?
Yes. Darien Croce is registered as an investment adviser representative in CA (CRD 4747766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Parallel Wealth Management manage?
Parallel Wealth Management reports $43.4M across 154 accounts in assets under management.
How do I contact Darien Croce?
Through Darien's website, www.retiredyourway.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Other advisors in California who focus on tax planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Parallel Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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