Danielle Seurkamp is a CFP-designated registered investment advisor at Well Spent Wealth Planning, based in Loveland, OH, with 15 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 55 clients with $40M 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 $500K | 0.75% |
| $500K - $4.0M | 0.50% |
| $4M+ | 0.50% |
Rates reflect the Wealth Planning engagement fee schedule, which is based on net worth and includes ongoing investment management. Stand-alone investment management is charged at a flat annual rate of 0.75% of assets under management. Fees are negotiable for net worth over $4,000,000.
Fee Estimator
Contact
Danielle Seurkamp
Location
Loveland, OH
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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
Well Spent Wealth Planning
Previous Registrations
Asset Advisory Group INC
Foster & Motley INC
Foster & Motley INC
State Registrations2 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
Additional Information
Danielle joined the financial planning industry in 2006 and has helped hundreds of individuals and families to effectively achieve their financial goals. Her professional credentials include the Certified Financial Planner, the Certified Financial Behavior Specialist, and the Master Planner Advanced Studies, the only graduate-level financial planning designation. In 2017, she was granted the New Professional Award from the National Association of Personal Financial Advisors, an honor only three other advisors in the U.S. have received. Her financial planning blog can be seen on Forbes, Yahoo Finance, MSN Money, Investopedia and Nasdaq and she has been featured and quoted in the Wall Street Journal, Kiplinger and Financial Planning magazine amongst others.
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