Daniel Twogood
Daniel Twogood is a registered investment advisor at Twogood Financial Services, INC., based in Scottsdale, AZ, with 32 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Twogood Financial Services does not charge a direct AUM fee; clients pay fees to EverSource Wealth Advisors, which shares a portion of the revenue with Twogood Financial Services. The combined negotiable annual fee will not exceed 2.0% of assets managed.
Fee Estimator
Location
14500 N. Northsight Boulevard, Suite 313, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2012Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling non-variable insurance products and spends minimal time on this. He also owns Twogood Financial Services, Inc., a solicitation-only RIA, dedicating about 10-20% of his time, and is a member of several LLCs related to real estate and a life insurance policy.
Employment History
Current Registrations
Twogood Financial Services, INC.
Eversource Wealth Advisors, LLC
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Ffp Securities, INC.Broker
Royal Alliance Associates, INC.Broker
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.
Exams
More Advisors
- Jordan TwogoodTwogood Financial Services, INC.
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- Grant Twogood, CFPTwogood Financial Services, INC.
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- Michael Juilfs, CFPCommonwealth Financial Network
- Ryan Cox, CFPDew Wealth Management