Daniel Flanagan
Daniel Flanagan is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Birmingham, AL, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
3500 Colonnade Parkway, Suite 150, Birmingham, AL, 35243
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 a part owner of Canby Financial Advisors, LLC, an entity created to facilitate securities, advisory, and insurance business. This investment-related activity has been ongoing since 2016 and is conducted from the branch location.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Canby Financial Advisors
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Lexington Wealth Management, INC.
Calibre Advisory Services INC.
Tanager Financial Services INC
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.