Daniel Kistler
Daniel Kistler is a registered investment advisor at Arkadios Wealth Advisors, based in Alpharetta, GA, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
Alpharetta, GA
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2023Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling life and disability insurance since 2017. This takes about full-time hours and is not investment-related.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios Capital
Arkadios CapitalBroker
Previous Registrations
Dempsey Lord Smith, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Retirement Cash Flow Group, LLC
Dempsey Lord Smith, LLC
Roger's Retirement Readiness Alliance LLC
Dempsey Lord Smith, LLCBroker
Coastal Equities, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations22 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.