Daniel Mccurdy is a CFA, CFP, ChFC-designated registered investment advisor at Mccurdy Financial Solutions, based in Rocklin, CA, with 11 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 75 clients with $27M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Rocklin, CA
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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 owns rental properties and spends minimal time on them due to property managers. He is also involved with AWA Wealth Management, Strategic Wealth Advisors Group, McCurdy Financial Solutions, and works for Wilson, Wilson and Taylor and the Law Office of James Aladino Parenti, dedicating full-time hours to these activities.
Employment History
Current Registrations
Mccurdy Financial Solutions
Previous Registrations
LPL Financial LLC
Mariner Independent
LPL Financial LLC
Western Wealth Management LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.