Derek Varner
Avail Investment Partners · Lemont, Pennsylvania
Derek Varner is a fee-only financial advisor at Avail Investment Partners in Lemont, Pennsylvania, who holds the CFA credential. Avail Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Avail Investment Partners |
|---|---|
| Based in | Lemont, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $184.5M across 427 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, PA · CRD 5627598 |
| Exams passed | Series 65 (2009) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | availinvest.com |
How Derek's firm compares
- Avail Investment Partners's average account is about $432,000, from its Form ADV (assets managed divided by 427 accounts).
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Questions about Derek
Is Derek Varner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Avail Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Avail Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Derek Varner based?
Derek Varner is based in Lemont, Pennsylvania.
What credentials does Derek Varner hold?
Derek Varner holds the CFA credential.
Is Derek Varner registered with the SEC?
Yes. Derek Varner is registered as an investment adviser representative in MA and PA (CRD 5627598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avail Investment Partners manage?
Avail Investment Partners reports $184.5M across 427 accounts in assets under management.
How do I contact Derek Varner?
Through Derek's website, availinvest.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
- Avail Investment Partners 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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