Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,819 clients
Average Client Portfolio
$449K average
Assets Under Management
$1.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.50%
$1.5M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.90%

Fees negotiable above $10,000,000.00

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$15,000
Loading...

Location

850 NW Federal Highway, Ste 233, Stuart, FL, 34994

Get directions

History

Regulatory History
Clean regulatory record

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 is the manager and sole owner of The Human Geo Guy, LLC, providing tutoring services, dedicating a few hours per week. He also works as a night school teacher at RPS Academy for a few hours per week and as an AP exam scorer for College Board for one week each year.

Employment History
Current Registrations
Cs Planning CORP
April 2025 - Present · 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.