Daniel Worthington
Daniel Worthington is a ChFC-designated registered investment advisor at Stonebridge Financial Group, based in San Rafael, CA, with 42 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 951 clients with $900M 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 | 1.50% |
Annual fee is based on assets under management and will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
100 Smith Ranch Road, Suite 112, San Rafael, CA, 94903
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
Daniel is involved with various outside insurance companies, focusing on group health and dental, dedicating minimal time to managing relationships. He also has several real estate investments and operates ABMM Financial as a financial professional, dedicating full-time hours to this.
Employment History
Current Registrations
Stonebridge Financial Group
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Private Client Services, LLCBroker
Castle Rock Wealth Management, LLC
AXA Advisors, LLC
Equitable Variable Life Insurance CompanyBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.
Exams
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