Daniel Routh is a CFP-designated registered investment advisor at Old Peak Finance, based in Chapel Hill, NC, with 8 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 163 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.30% |
| $20M+ | 0.05% |
Fee Estimator
Contact
Daniel Routh
Location
100 Europa Drive, Suite 410, Chapel Hill, NC, 27517
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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
Old Peak Finance
Previous Registrations
Exencial Wealth Advisors
State Registrations1 state
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Exams
Additional Information
Dan is a CERTIFIED FINANCIAL PLANNER™ and has a decade of experience in financial planning. Old Peak Finance provides tax-smart planning to tech executives with $3M+.