Darrow Wealth Management

Darrow Wealth Management (CRD# 105679) is a financial advisory firm headquartered in Concord, MA. They manage $144,622,629 in 254 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $569,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH

Financial Advisors at Darrow Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Caroline E. Coderre
CRD#: 4295051
801 Main Street, Suite 12, Concord, MA 01742
96
Wealthminder
score

Caroline Coderre (CRD# 4295051) is an Investment Advisor Representative working at Darrow Wealth Management in Concord, MA and has over 16 years of experience in the finance industry. Caroline Coderre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas J. McFarland
CRD#: 834483
801 Main St., Suite 12, Concord, MA 01742
96
Wealthminder
score

Thomas McFarland (CRD# 834483) is an Investment Advisor Representative working at Darrow Wealth Management in Concord, MA and has over 35 years of experience in the finance industry. Thomas McFarland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michelle E. Wells
CRD#: 4551613
801 Main St., Suite 12, Concord, MA 01742
90
Wealthminder
score

Michelle Wells (CRD# 4551613) is an Investment Advisor Representative working at Darrow Wealth Management in Concord, MA and has 1 year of experience in the finance industry.

4
Kristin B. McFarland
CRD#: 6405372
745 Atlantic Avenue, 8th Floor, Boston, MA 02111
88
Wealthminder
score

Kristin McFarland (CRD# 6405372) is an Investment Advisor Representative working at Darrow Wealth Management in Boston, MA and has over 2 years of experience in the finance industry.

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