Daniel Wolodkiewicz
Daniel Wolodkiewicz is a CFP-designated registered investment advisor at Esi Financial Advisors, based in Beavercreek, OH, with 27 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.
Fee Estimator
Location
3210 Beaver Vu Drive, Beavercreek, OH, 45434
Get directionsHistory
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 ActivitiesSells Insurance
Daniel is the owner/president of Pinnacle Financial Associates, providing financial services, insurance sales, and annuity sales, dedicating full-time hours to this role. He also serves as a trustee for the Wolodkiewicz Family Trust, spending minimal time on this activity.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations20 states
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
More Advisors
- Alexander Wolodkiewicz, CFPEsi Financial Advisors
- Emily Moore, CFPStrategic Advisers LLC
- Steven Sipniewski, CFP
- Matthew Difilippo, ChFCEdward Jones
- Aaron Jobson, ChFCEdward Jones
- Brent Jackson, CFPG. A. Repple & Company