Daniel Slagle is a CFP-designated registered investment advisor at Fyooz Financial Planning, based in Minneapolis, MN, with 12 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 79 clients with $59M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Comprehensive Financial Planning consists of an upfront onboarding fee at a rate of $500-$2,000, followed by an assets under management fee that is paid quarterly, in arrears. The fee may be negotiable in certain cases. The purpose of the onboarding fee is to cover the costs of the initial work to develop the financial plan, this is a one-time fee payable in advance.
Fee Estimator
Contact
Daniel Slagle
Location
121 Washington Ave. N, 2nd Floor, Minneapolis, MN, 55401
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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
Fyooz Financial Planning
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations6 states
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