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Daniel Vise

Fg Wealth Management
26 Years of Experience
Tulsa, OK
6 Disclosures
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Daniel Vise is a registered investment advisor at Fg Wealth Management, based in Tulsa, OK, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 34 clients with $14M in assets under management.

Fg Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
34 clients
Average Client Portfolio
$424K average
Assets Under Management
$14.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fee will not exceed 2.00% annually and is negotiable depending on client circumstances. Third-party investment advisor fees are separate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Tulsa, OK

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2017
Settled
Customer Dispute
November 2013
Settled
Customer Dispute
May 2013
Pending
Customer Dispute
January 2013
Settled
Customer Dispute
January 2013
Settled
Customer Dispute
December 2012
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fg Wealth Management
February 2005 - Present · 21 yrs 8 mos
Previous Registrations
Onyx Wealth Advisors, INC.
February 2013 - December 2013 · 10 mos
Brecek & Young Advisors, INC.
February 2005 - December 2005 · 10 mos
AXA Advisors, LLC
May 2000 - February 2005 · 4 yrs 9 mos
State Registrations2 states
OKTX
Advisor

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
No exam information available for this advisor.
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