Daniel Mccourt
Daniel Mccourt is a registered investment advisor at Financial Planning Associates, based in Aptos, CA, with 37 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 120 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Planning Associates charges $250 per hour for financial planning services. The final fee is negotiable and will be outlined in the Financial Planning Agreement.
Location
335 Spreckels Drive, Suite A, Aptos, CA, 95003
Get directionsHistory
Regulatory History (9)
Regulatory
August 2018Customer Dispute
March 2015Regulatory
January 2015Customer Dispute
May 2014Employment Separation After Allegations
June 2013Customer Dispute
May 2013Customer Dispute
March 2012Customer Dispute
December 2002Customer Dispute
October 2002Other Business Activities
Daniel operates Financial Planning Associates, a tax preparation business, since 1985, dedicating about 10-20% of his time. He is also a Practicing Enrolled Agent for tax representation with the U.S. Treasury and provides financial planning services.
Employment History
Current Registrations
Financial Planning Associates
Previous Registrations
The Dc Group Advisory Services, INC
Financial Planning Associates
Foothill Securities, INC.
Foothill Securities, INC.Broker
Coast County Securities, INC.Broker
Atc Investment GroupBroker
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.