Daniel Stefanski is a registered investment advisor at My Wealth Planners, based in Longmont, CO, with 3 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 184 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee is for Investment Management Services only. Clients engaging in Bundled Financial Planning receive both Investment Management Services and Ongoing Financial Planning services as described under the Ongoing Financial Planning services fee; the fees do not overlap or duplicate, as to avoid any instance of double billing. The annual fee for the bundled service is calculated at 0.50% of client net worth rounded down to the nearest $100,000 with a minimum fee of $6,000.
Fee Estimator
Location
720 100 Year Party Court, Suite 300, Longmont, CO, 80504
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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 →Employment History
Current Registrations
My Wealth Planners
Previous Registrations
Mcadam LLC
State Registrations2 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.