Daniel Stewart is a registered investment advisor at Creative Planning, based in Overland Park, KS, with 24 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
5454 W. 110th Street, Overland Park, KS, 66211
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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 a managing director at Sageview Advisory Group, providing investment advisory services, dedicating full-time hours to this role. He also serves as a committee member for Groves Learning Organization, a nonprofit educational organization, spending minimal time on this activity.
Employment History
Current Registrations
Creative Planning
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Triad Advisors LLCBroker
Resources Investment Advisors
Financial Advocates Advisory Services
LPL Financial LLC
LPL Financial LLCBroker
Nrp Financial, INC.Broker
Virchow Krause Capital, LLCBroker
Pfpc Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.