Danny Steele
Danny Steele is a registered investment advisor at The Retirement Planners, USA, LLC, based in Pensacola, FL, with 15 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 395 clients with $54M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
8001 N 9th Ave, Pensacola, FL, 32514
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
Danny works as an advisor at The Retirement Planners, dedicating nearly full-time hours to this role. Danny also owns Steele Insurance Agency and Steele Insurance Agency, LLC, selling various insurance products, dedicating a few hours per week to each.
Employment History
Current Registrations
The Retirement Planners, USA, LLC
Silver Oak Securities, IncorporatedBroker
Previous Registrations
First Heartland Capital, INC.Broker
The Retirement Planners, USA, LLC
Cape Securities INC.Broker
Securities Service Network, INC.Broker
First American National Securities, INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations5 states
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.