Daniel Cuprill is a CFP-designated registered investment advisor at Money & Clarity, based in Cincinnati, OH, with 23 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.94% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
7361 East Kemper Road, Cincinnati, OH, 45249
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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 licensed independent insurance agent. He also formed Advisor Architect, LLC, a business coaching company for financial advisors, taking about 10-20% of Daniel's time.
Employment History
Current Registrations
Money & Clarity
Previous Registrations
Mpm Wealth Advisors
Zimmer/cuprill Wealth Coaching
Money & Clarity
Matson & Cuprill, LLC
State Registrations9 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.