Daniel Fraser
Daniel Fraser is a registered investment advisor at Financial Strategies Retirement Partners, based in Bedford, NH, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Strategies Retirement Partners offers financial planning services on an hourly and fixed fee basis. The minimum hourly fee is $250. Fixed fees range from $1,000 to $20,000, depending on the complexity of your situation, time spent, research required, and staff resources. Typically, one-fourth to one-half of the fixed fee is due upfront, with the balance due upon completion of the project.
Location
3 Executive Park Drive, Suite 101 & 205, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is a co-owner of Fraser Properties, LLC, an entity that buys and manages residential real estate in Concord, NH, since 2014. This activity is investment-related and takes minimal time during business hours.
Employment History
Current Registrations
Financial Strategies Retirement Partners
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Putnam Retail Management Limited PartnershipBroker
Cigna Financial Advisors,inc.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.