Daniel Financial Group (DFG) provides personalized financial coaching and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. DFG does not manage assets directly but refers clients to unaffiliated third-party money managers with model portfolios. DFG also provides educational financial workshops.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Daniel Financial Group does not directly manage investments. Instead, DFG helps clients select third-party money managers, who then manage the client's investments. DFG receives a portion of the fees that these money managers charge you.
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