Thomas McFarland
Concord, Massachusetts, 01742
Member Since 2008
We are committed to developing a long-term relationship with successful individuals who seek to invest their assets using a long-term disciplined approach, customized for their goals and comfort level.
My Location
Background Information
Years of Financial Experience
- 30
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association
- NAPFA
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Fidelity/National Financial Srvs; Schwab
- National Advisors Trust
- Charles Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them semi-annually
Registration & Licensing
- CRD/IARD Number: 105679
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: The Darrow Company, Inc.
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
- Massachusetts
- New Hampshire
Disclosure(s)
- View StatementThe Darrow Company, Inc. (\"The Darrow Company\") is an SEC registered investment adviser located in Concord and Boston, MA and Los Angeles, CA. The Darrow Company and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which The Darrow Company maintains clients. The Darrow Company may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to the registration status of the Darrow Company, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of the Darrow Company\'s current written disclosure statement discussing the Darrow Company business operations, services, and fees is available from the Darrow Company upon written request.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Stock options, restricted stock, divorce
Investment Services
- Strategy Development, Asset allocation, Re-Balancing, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.darrowwealthmanagement.com
