Dani Barron is a registered investment advisor at The Planning Group, based in Northfield, IL, with 19 years of industry experience. Dani operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 267 clients with $240M 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Asset management fees may be negotiable.
Fee Estimator
Location
465 Central Ave, Suite 201, Northfield, IL, 60093
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
Dani is an independent insurance agent with The Planning Group Inc, selling and servicing health, life, and disability insurance since 2007, dedicating nearly full-time hours to this activity. Dani also founded a South African Networking Group to build relationships with other South Africans.
Employment History
Current Registrations
The Planning Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Waterstone Financial Group, INC.Broker
State Registrations5 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.