DV
DV

Daniel Vosters

14 Years of Experience
Houston, TX
Broker

Daniel Vosters is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

2919 Allen Parkway, L3-20, Houston, TX, 77019-2158

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
VALIC Financial Advisors, INC.
August 2021 - Present · 5 yrs 1 mo
VALIC Financial Advisors, INC.Broker
August 2021 - Present · 5 yrs 1 mo
Previous Registrations
PNC Managed Account Solutions, INC.
July 2018 - August 2021 · 3 yrs 1 mo
Bbva Securities INC.Broker
February 2018 - August 2021 · 3 yrs 6 mos
Cor Clearing LLCBroker
June 2016 - January 2018 · 1 yr 7 mos
Robert W. Baird & CO. IncorporatedBroker
June 2011 - May 2016 · 4 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.