Daniel Kulibert is a registered investment advisor at Triad Wealth Partners, LLC, based in Clovis, CA, with 1 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. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
Clovis, 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.
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Daniel is a sole proprietor of 55e.co, a YouTube channel providing educational financial information. He spends minimal time creating and sharing spreadsheets related to DIY finance on nights and weekends.
Employment History
Current Registrations
Triad Wealth Partners, LLC
State Registrations2 states
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