Darren Straniero
- CFA®
OnPlane Financial Advisors
Darnestown, MD
Contact Darren
Darren can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Darren specializes in
- Couples
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Real Estate Planning
Pricing
OnPlane Financial Advisors is compensated only by the monthly or quarterly fee or fixed financial planning fees paid by its clients.
Currently this fee ranges from $2500- $10,000 annually per client or $625- $2500 per quarter, not to exceed 2% of client assets under management. Fees may be higher based on the complexity of a client’s financial situation as well as the amount of work required to help that client.
Our fees are not tied to the value of the client’s investment portfolio. We feel strongly this structure is the most equitable to investors and helps to reduce the conflicts of the asset-gathering model.
About
Hi. I'm Darren. My professional purpose changed when my wife and I were blessed to go from having 1 child to 5 children in just 2.5 years. That wasn't built into our financial plan!
In addition to being a husband and father, I’m also a Certified Financial Planner® professional who has spent the last 10+ years in the financial services industry. I started my career in 2008 with a national financial services firm and wanted to bring financial advice to families with a transparent fee structure & fewer conflicts of interest.
In 2019 I launched OnPlane Financial Advisors LLC and continue to help clients manage their financial lives so they can spend their time on the other more meaningful areas of their lives.
I graduated from Olivet College in Olivet, MI with a degree in Journalism. I wrote for the school newspaper & was an All-American on the golf team.
I also hold the CERTIFIED FINANCIAL PLANNER™ designation and am a proud member of the following organizations:
When I’m not managing my clients’ financial lives, you can find me yukking it up with my wife and kids, coaching our kids’ sports teams, working on another recipe in the kitchen, or trying to find my golf game that once was.