Catherine Mcdaniel
Catherine Mcdaniel is a CFP-designated registered investment advisor at The Retirement Planning Group, LLC, based in Houston, TX, with 8 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,901 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Retirement Planning Group's annual investment management fee is based on a percentage of your portfolio's value, ranging from 0.25% to 2.00% per year, charged quarterly in advance. The specific fee is stated in your Investment Management Agreement. In some cases, fees may be negotiable.
Location
6019 Schuler Street, Houston, TX, 77007
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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.
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Catherine works as a Financial Advisor and Vice President at Plains State Bank since September 2023, dedicating about half of her time. She also works as a Financial Advisor and Vice President at Plains Wealth Management since January 2024, dedicating about half of her time.
Employment History
Current Registrations
The Retirement Planning Group, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
State Registrations1 state
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.