Dan Edwards is a registered investment advisor at Prism Fund Solutions, INC., based in St. Petersburg, FL, with 23 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 24 clients with $39M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$39.0M
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Location
St. Petersburg, FL
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Prism Fund Solutions, INC.
March 2026 - Present · 2 mos
Previous Registrations
Prism Fund Solutions, INC.
January 2003 - December 2025 · 22 yrs 11 mos
State Registrations1 state
FL
Advisor
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Exams
No exam information available for this advisor.