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CFP
DA
CFP

Daniel Ahmad

Fiduciary Solutions LLC
21 Years of Experience
Roseville, CA
Sells Insurance
View SEC Summary
View SEC Summary

Daniel Ahmad is a CFP-designated registered investment advisor at Fiduciary Solutions LLC, based in Roseville, CA, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 563 clients.

Fiduciary Solutions LLC
Compensation
N/A
Firm Size
3 advisors
Number of Clients
563 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.80%
$500K - $1.0M1.70%
$1M+1.50%

Total annual advisory fee combines Fiduciary Solutions' selection fee (0.90% to 1.35%) and the money manager's asset management fee (0.15% to 0.45%). There is a minimum annual money manager fee of $400.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2520 Douglas Blvd., Ste. 110, Roseville, CA, 95661

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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.

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Other Business ActivitiesSells Insurance

Daniel is the President of Peak Financial Freedom Group LLC, a financial planning and marketing organization, and PFFG Insurance Agency LLC, an insurance agency, dedicating a significant amount of time to both. He also provides mentoring and coaching services, including to licensed insurance agents, for about 10-20% of his time.

Employment History
Current Registrations
Fiduciary Solutions LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Fiduciary Solutions, LLC
April 2021 - August 2025 · 4 yrs 4 mos
Fiduciary Solutions, LLC
December 2014 - July 2022 · 7 yrs 7 mos
Qa3 Financial LLC
May 2001 - February 2011 · 9 yrs 9 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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