Daniel Stern is a CFP-designated registered investment advisor at Daniel M. Stern, LLC, based in Santa Monica, CA, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and investment advice services are billed at $350 per hour, in six-minute increments.
- Fixed fees may also be charged based on the hourly rate multiplied by the approximate number of hours anticipated to provide the service.
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Daniel M. Stern, LLC
State Registrations1 state
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