Daniel Payne is a CFP-designated registered investment advisor at Starr-Mathews Financial, LLC, based in Rome, GA, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 114 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
605 East First Street, Suite 102, Rome, GA, 30161
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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.
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Daniel operates under the DBA Starr-Mathews Financial, LLC since 2005. He also works as a CPA, bookkeeper, and tax preparer, providing accounting services to three small companies.
Employment History
Current Registrations
Starr-Mathews Financial, 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.
Exams
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