Daniel Rohr is a PFS-designated registered investment advisor at Rohr Financial Advisors, LLC, based in Nipomo, CA, with 12 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $3,000 - $10,000 depending on the complexity and scope of the services requested.
- Hourly financial planning services — $360 per hour for specific financial planning needs or consultations.
Location
Nipomo, CA
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 Activities
Daniel is a managing shareholder at Rohr & Associates, Inc., a CPA firm, since June 2012. He dedicates full-time hours to CPA/accounting services and tax preparation, all during trading hours.
Employment History
Current Registrations
Rohr Financial Advisors, LLC
Onedigital
Previous Registrations
Wealthsource®
Vellum Financial, LLC
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.