Daniel Joss is a CFP-designated registered investment advisor at Joss Brown Wealth Advisors, based in Williamsburg, VA, 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 Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 9 more. Their firm serves 129 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 | 1.00% |
Fees range from 0.25% to 1.00% of investable assets per year, subject to a $5,000 annual minimum. Fees are negotiable.
Fee Estimator
Contact
Daniel Joss
Location
1321 Jamestown Road, Suite 201, Williamsburg, VA, 23185
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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 →Employment History
Current Registrations
Joss Brown Wealth Advisors
Previous Registrations
Joss Brown Wealth Advisors, LLC
Covenant Wealth Management, LTD DBA Covenant Wealth Advisors
Fjy Financial
Rembert Pendleton & Fox
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
Additional Information
Dan Joss MBA, CFP®, Registered Life Planner® is the founder of Joss Financial Group LLC with over 15 years experience in the industry. He has been named "Top Financial Professional" inNorthern Virginia Magazineeach year since 2011 and has recently been named as one of the "Top Financial Planners" in Washingtonian. Prior to founding Joss Financial Group, Dan was a founding partner of FJY Financial, a large financial planning and investment firm in Northern Virginia.
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