Daniel Westfall
Daniel Westfall is a CFP-designated registered investment advisor at Client Focused Financial, based in Saint Petersburg, FL, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 262 clients with $70M 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 |
|---|---|
| $0K - $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable based on the type of client, complexity, account composition, potential for additional deposits, relationship with the advisor, and total assets managed.
Fee Estimator
Location
200 Central Ave 4th Floor, 4th Floor, Saint Petersburg, FL, 33701
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
Daniel is the founder/owner of Client Focused Financial, providing financial services, dedicating about a quarter of his time. He also owns an insurance planning business under the same name, spending a few hours per week on it.
Employment History
Current Registrations
Client Focused Financial
Previous Registrations
Triad Advisors LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
State Registrations4 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.