Daniel Leonard
Daniel Leonard is a CFP-designated registered investment advisor at Powering Your Retirement, based in San Ramon, CA, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 104 clients with $80M 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees over $1,000,000 are negotiable.
Fee Estimator
Location
12657 Alcosta Boulevard, Suite 415, San Ramon, CA, 94583
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 owns and operates Marathon Tax Planning, a tax preparation business, since 2016. He is also a licensed insurance agent.
Employment History
Current Registrations
Powering Your Retirement
Previous Registrations
Marathon Retirement Planning
Rice Pontes Capital, INC.
State Registrations2 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.