Daniel Burnett
Daniel Burnett is a registered investment advisor at Long Green Financial Planning, LLC, based in Fort Collins, CO, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Long Green Financial Planning offers ongoing financial planning services for a monthly fee ranging from $75 to $200, payable in arrears. The specific fee will be outlined in your client agreement. You can cancel the agreement with 30 days' written notice.
Long Green Financial Planning offers one-time financial planning services for an hourly fee ranging from $150 to $300. The total fee will be agreed upon in the client agreement and is due at the start of the agreement.
Location
375 E Horsetooth Rd, #3-302, Fort Collins, CO, 80525
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 an independent insurance agent, owner of a securities DBA, vice-president of a non-profit board, mediator/divorce planner, advisory representative of two RIAs, executor, and managing member of a divorce planning business. He dedicates a significant amount of time to these various activities, including about a quarter of his time to one RIA and a few hours per week to insurance sales.
Employment History
Current Registrations
Long Green Financial Planning, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 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.