Daniel Kaibel
Daniel Kaibel is a CFP-designated registered investment advisor at Purpose Financial Planning LLC, based in Arlington Heights, IL, with 18 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 79 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 $70K | 1.30% |
| $70K - $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 and paid in arrears on a quarterly or monthly basis. The $70,000 account minimum may be waived on a case-by-case basis.
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
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
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