Derek Delaney
PharmD Financial Planning LLC · Owatonna, Minnesota
Derek Delaney is a fee-only financial advisor at PharmD Financial Planning LLC in Owatonna, Minnesota, who holds the CFP, ChFC and EA credentials. PharmD Financial Planning LLC reports charging fixed fees on its Form ADV.
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Facts
| Firm | PharmD Financial Planning LLC |
|---|---|
| Based in | Owatonna, Minnesota |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $35.1M across 122 accounts |
| Credentials | CFP · ChFC · EA |
| SEC registration | Investment adviser representative in MN, TX · CRD 6213474 |
| Exams passed | Series 63 (2013) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Derek's firm compares
- PharmD Financial Planning LLC's average account is about $287,000, from its Form ADV (assets managed divided by 122 accounts).
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Questions about Derek
Is Derek Delaney a fee-only financial advisor?
Yes. Derek Delaney is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Derek's firm.
How does Derek charge for financial advice?
Derek's firm, PharmD Financial Planning LLC, reports charging fixed fees on its SEC Form ADV.
Where is Derek Delaney based?
Derek Delaney is based in Owatonna, Minnesota.
What credentials does Derek Delaney hold?
Derek Delaney holds the CFP, ChFC and EA credentials.
Is Derek Delaney registered with the SEC?
Yes. Derek Delaney is registered as an investment adviser representative in MN and TX (CRD 6213474), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does PharmD Financial Planning LLC manage?
PharmD Financial Planning LLC reports $35.1M across 122 accounts in assets under management.
How do I contact Derek Delaney?
Contact details aren't on file yet. Search for PharmD Financial Planning LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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