Daniel Hiebert
Daniel Hiebert is a CFP-designated registered investment advisor at Oak Financial Planning and Coaching, LLC, based in Maple Grove, MN, with 9 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 1 more. Their firm serves 10 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
If a sub-advisor is engaged, their fee will be charged in addition to Oak Financial Planning's fee, but the total asset-based fee paid by the client will not exceed 2.00%. Third-party investment management fees range from 0.50% to 1.50%.
Fee Estimator
Location
6278 Dallas Court N, Maple Grove, MN, 55311
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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 Activities
Daniel works as an adjunct professor and instructor for multiple educational institutions, including the College for Financial Planning, the University of Minnesota State-Mankato, The American College, and Keir Education Services. These activities each take minimal time.
Employment History
Current Registrations
Oak Financial Planning and Coaching, LLC
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.