Devon Daniels is a ChFC-designated registered investment advisor at Creative Planning, based in Greenville, DE, with 25 years of industry experience. Devon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
4001 Kennett Pike, Suite 216, Greenville, DE, 19807
Get directionsHistory
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 ActivitiesSells Insurance
Devon is the president of Daniels & Daniels, Inc., an insurance brokerage, since 1987. Devon spends a few hours per week on marketing for this non-investment-related activity.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Daniels + Tansey, L.L.P.
Daniels + Tansey, L.L.P.
Cambridge Investment Reserarch, INC.
State Registrations1 state
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