Daniel Palmer is a CFP-designated registered investment advisor at Creative Planning, based in Fort Wayne, IN, with 31 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
9614 Lima Rd., Suite 101, Fort Wayne, IN, 46818
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 a Managing Director at Sageview Advisory Group, overseeing retirement plan investments and wealth management, dedicating full-time hours. He also sells life, annuities, and long-term care insurance as an insurance agent, spending minimal time on this activity, and owns two rental properties, spending minimal time on these activities. Finally, he is the President of Palmer Retirement Consulting, previously used for marketing and advertising a securities business, dedicating full-time hours.
Employment History
Current Registrations
Creative Planning
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Rehmann Financial Network, LLCBroker
Rehmann Financial
Royal Alliance Associates, INC.Broker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Nrp Financial, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Washington Square Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.