Firm
Darrow Wealth Management
Needham, Massachusetts
Fee-only
Facts
| Based in | Needham, Massachusetts |
|---|---|
| Website | darrowwealthmanagement.com |
| Phone | (978) 369-5144 |
Darrow Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"For portfolios between $2M and $3M, our management fees begin at 1%." source
"Darrow has a $2M investment minimum relationship size." source
"we are only paid as a percentage of assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $392 million |
| Individual clients | 39 |
| Financial planning | Offered |
| Form ADV filed | July 9, 2026 |
| SEC record | CRD 105679 |