Daniel Kaibel
Daniel Kaibel is a CFP-designated registered investment advisor at Purpose Financial Planning LLC, based in Arlington Heights, IL, with 17 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 44 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.60% |
Fees are negotiable. Minimum of $70k may be waived on a case-by-case basis. Must purchase a complete financial plan to receive portfolio management services.
Fee Estimator
Location
Arlington Heights, IL
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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 is the President and CCO of Purpose Financial Planning, LLC, a registered investment advisor. He dedicates about a quarter of his time to this role, including time during securities trading hours.
Employment History
Current Registrations
Purpose Financial Planning LLC
Previous Registrations
Elite Investment Team LLC
Purpose Financial Planning LLC
Purpose Financial Planning LLC
Vantage Financial Partners Limited
Vantage Financial Partners Limited
State Registrations1 state
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