Daniel Furiness is a CFP-designated registered investment advisor at Onedigital, based in Yardley, PA, with 22 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 18,203 clients with $160B 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 | 2.00% |
Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.
Fee Estimator
Location
Yardley, PA
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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 →Other Business ActivitiesSells Insurance
Daniel is a Senior Director of Financial Planning at KB Financial Partners, LLC and One Digital Investment Advisors, dedicating about a quarter of his time to each. He also engages in various outside insurance brokerage activities and serves as treasurer for Pennsbury Boys Lacrosse Parent Club.
Employment History
Current Registrations
Onedigital
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Kb Financial Partners, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations14 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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