Daniel Flanagan is a registered investment advisor at Mariner Wealth, based in Roswell, GA, with 22 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 44,528 clients with $99B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Roswell, GA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2008Settled
Customer Dispute
October 2008Denied
Employment History
Current Registrations
Mariner Wealth
November 2025 - Present · 6 mos
Previous Registrations
Empower Advisory Group, LLC
April 2023 - July 2025 · 2 yrs 3 mos
Personal Capital Advisors Corporation
October 2017 - April 2023 · 5 yrs 6 mos
Principal Securities, INC.
December 2012 - April 2017 · 4 yrs 4 mos
Principal Securities, INC.Broker
December 2012 - April 2017 · 4 yrs 4 mos
Morgan Keegan & Company, INC.
March 2009 - December 2012 · 3 yrs 9 mos
Morgan Keegan & Company, INC.Broker
March 2009 - December 2012 · 3 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley
February 2003 - April 2007 · 4 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 2003 - April 2007 · 4 yrs 3 mos
State Registrations2 states
GAKS
Advisor
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
No exam information available for this advisor.