Catherine Mcdaniel is a CFP-designated registered investment advisor at Cetera Planning Partners, based in Houston, TX, with 9 years of industry experience. Catherine 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. Their firm serves 4,849 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.
Fee Estimator
Location
6019 Schuler Street, Houston, TX, 77007
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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.
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Catherine works as a Financial Advisor and Vice President at Plains State Bank since September 2023, dedicating about half of her time. She also works as a Financial Advisor and Vice President at Plains Wealth Management since January 2024, dedicating about half of her time.
Employment History
Current Registrations
Cetera Planning Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
State Registrations1 state
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
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- Matthew Nerz, CFA
- John Hinrichs, CFPCeltic Capital Corporation