Darrow Wealth Management

Darrow Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Needham, Massachusetts. On its latest Form ADV, filed July 9, 2026, it reports $392M in regulatory assets under management, 122 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	105679 · SEC file 801-34359
Office	200 Reservoir Street Suite 303 Needham, MA 02494
Phone	(978) 369-5144
Website	www.darrowwealthmanagement.com
Regulatory assets under management	$392M
Individual clients	39 non-high-net-worth, 83 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	6
Disciplinary disclosures	None reported
Latest Form ADV filing	July 9, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Needham

• Centerpoint Advisors, LLC $732M
• Forness Financial LLC $203M
• Commons Capital, LLC $307M
• Traub Capital Management $211M
• Breakwater Financial, LLC $128M
• The Sher Wealth Management Group $146M

See all 10 fee-only advisers in Needham →

Nearby

• Newton Upper Falls 1 firm
• Waban 1 firm
• Newton Centre 1 firm
• Wellesley Hills 1 firm
• Newton Lower Falls 1 firm
• Wellesley 12 firms
• Auburndale 1 firm
• Newton 11 firms