This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- InsightMeridian legacy +more
- Established Date
- 01-13-2019
- Office Locations
- 1
Office Locations
About Onplane Financial Advisors
OnPlane Financial Advisors is a fee-only, flat-fee financial planning and investment management firm serving married professionals still working toward retirement in the DC-area (Darnestown/Poolesville, MD). Founder Darren Straniero, CFP®, emphasizes a transparent, lower-conflict advice model; reported portfolios are concentrated in public funds and U.S. government/agency bonds. Custody through Altruist and Charles Schwab; featured in outlets including Kiplinger and Bankrate.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DARREN PATRICK STRANIERO
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #5613327
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,252,027 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,252,027 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $60,252,027
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,535,312,384 | 47.4% |
| Cash | $2,813,447,920 | 52.6% |
| Total | $5,348,760,304 | 100.0% |