Onplane Financial Advisors

Onplane Financial Advisors (CRD# 300073) is a financial advisory firm headquartered in , . They manage $22,426,059 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/onplanefinancial
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $209,589
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Onplane Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Darren Straniero, financial advisor Darnestown MD
Darren P. Straniero
CRD#: 5613327
Darnestown, MD

Darren Straniero (CRD# 5613327) is an Investment Advisor Representative working at Onplane Financial Advisors in Darnestown, MD and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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