Daniel Gudorf
Daniel Gudorf is a registered investment advisor at Gudorf Financial Group, LLC, based in Dayton, OH, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
8145 North Main Street, Dayton, OH, 45415
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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 VP and independent insurance agent for various independent insurance companies, spending about 10-20% of his time on this. He is also CFO/attorney for Gudorf Law Group, co-owner of rental property, an advisory rep for CIRA, and owner of Gudorf Financial Group, LLC, dedicating full-time hours to the latter.
Employment History
Current Registrations
Gudorf Financial Group, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cssc Investment Advisory Services, INC.
Strategic Growth Asset Management
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.