Darren Graff
Guardant Wealth Advisors · Southampton, New York
Darren Graff is a fee-only financial advisor at Guardant Wealth Advisors in Southampton, New York. Darren charges a percentage of assets and focuses on estate & legacy planning, family wealth transfer and retirement planning.
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Specialties
Facts
| Firm | Guardant Wealth Advisors |
|---|---|
| Based in | Southampton, New York |
| Fee model | Percentage of assets |
| Assets under management | $204.4M across 160 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 2671425 |
| Exams passed | Series 63 (1995) · Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.guardantwealthadvisors.com |
| Profile |
How Darren's firm compares
- Guardant Wealth Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 160 accounts).
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Questions about Darren
Is Darren Graff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Darren holds no broker registration, and Guardant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Darren charge for financial advice?
Darren charges a percentage of assets.
Where is Darren Graff based?
Darren Graff is based in Southampton, New York.
What does Darren specialize in?
Darren's specialties include estate & legacy planning, family wealth transfer, retirement planning and founders (pre-exit).
Is Darren Graff registered with the SEC?
Yes. Darren Graff is registered as an investment adviser representative in NY and TX (CRD 2671425), 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 Guardant Wealth Advisors manage?
Guardant Wealth Advisors reports $204.4M across 160 accounts in assets under management.
How do I contact Darren Graff?
Through Darren's website, www.guardantwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Guardant Wealth Advisors 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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