Daniel White is a CFP-designated registered investment advisor at Facet, based in Glendale, AZ, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,741 clients with $7.6B in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Facet Wealth includes investment management at no extra charge as part of your financial planning membership. Because the investment management is bundled into your flat annual membership fee, you do not pay a separate percentage of your portfolio value to have your investments managed.
Location
Glendale, AZ
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Regulatory History (1)
Customer Dispute
April 2008Employment History
Current Registrations
Facet
Previous Registrations
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Farmers Financial Solutions, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Aetna Investment Services, LLCBroker
State Registrations2 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
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