KD
KD

Kevin D Daniel

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,254 clients
Average Client Portfolio
$272K average
Assets Under Management
$341.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K2.59%
$1.0M - $2.0M2.45%
$2.0M - $5.0M2.30%
$5M+2.30%

Asset-based fees are negotiable at INS's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

650 S. Shackleford Ste 400L, Little Rock, AR, 72211

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kevin is the president of Daniel Financial Group and is life and health insurance licensed since 1998. He sells life insurance, long-term care insurance, Medicare supplements, and annuities, dedicating a few hours per week to this business.

Employment History
Current Registrations
Insight Folios
September 2025 - Present · 5 mos
Daniel Financial Group, INC.
February 2011 - Present · 15 yrs
State Registrations3 states
ARFLTX
Advisor
Exams
No exam information available for this advisor.
Kevin D Daniel - Financial Advisor | TrueAdvisor