P
$35.1M Total AUM
$35.1M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
5 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-22-2021
- Office Locations
- 1
Office Locations
125 28th St. NE Suite 2 Owatonna MN
About Pharmd Financial Planning LLC
PharmD Financial Planning is a flat-fee, fee-only RIA led by Derek Delaney (CFP®, ChFC®, EA) focused on tax-efficient retirement planning for individuals 50+ with $1–6M to invest, especially those within five years of retirement. The firm serves clients in Minnesota and nationwide via virtual meetings, using primarily ETF-based portfolios to align investing with retirement and tax goals.
Team overview
33 AVG AGE
$35.1M AVG AUM / ADVISOR
$547.9K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DEREK JOHN DELANEY
Advisor, Chief Executive Officer, FOUNDER
- CRD
- #6213474
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,066,042 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,066,042 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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