Darren
Bado
Bordeaux Wealth Advisors
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About this Advisor
Darren Bado is a certified financial planner operating in Menlo Park, California. Bado is currently employed by Bordeaux Wealth Advisors. During their career, the advisor has held roles at Transitions Wealth Advisors, Rnp Advisory Services, Inc, Towne Business & Tax Services, Best Buy, Ck Specialty Insurance, University Of Hawaii At Manoa, Kestra Advisory Services, LLC, Kestra Investment Services, LLC and Bordeaux Wealth Advisors. Bado is registered to operate in California. Bordeaux Wealth Advisors is an advisory firm that has its headquarters in Menlo Park, CA. The company has offices in two locations and a total of 31 employees. It controls $4 billion in total assets among its 221 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to three charitable organizations. Of its 221 accounts, 99% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on the financial services offered. However, fee types charged by Bordeaux Wealth Advisors can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bordeaux Wealth Advisors Brokerage Details
$4,006,682,176
31
221
$18,129,784
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Darren Bado Work History
Darren has been registered as a financial advisor for 0 years.*
Bordeaux Wealth Advisors
Kestra Advisory Services, LLC
Transitions Wealth Advisors
Kestra Investment Services, LLC
Rnp Advisory Services, Inc
Towne Business & Tax Services
Best Buy
Ck Specialty Insurance
University Of Hawaii At Manoa
University Of Hawaii At Manoa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darren Bado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bordeaux Wealth Advisors
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Kirkland, WA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.