Daniel Spurgeon
Daniel Spurgeon is a CFP-designated registered investment advisor at Commonwealth Financial Services, based in Vienna, WV, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 2,271 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Services offers investment management through its Asset Management Services Program and Participant Retirement Program.
The Asset Management Services Program fees are based on the investment model portfolio selected. The fees are negotiable.
The Participant Retirement Program has a maximum annual fee of 3% of the assets in your account. The exact fee is disclosed prior to services being provided. Fees are negotiable.
Location
373 Timberline Parkway, Vienna, WV, 26105
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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 board member for Faith Link, an investment committee member for Parkersburg Area Community Foundation, and an owner of SLES LLC and Blackwater Solutions, LLC. He also works as a financial advisor selling fixed insurance, fixed/equity indexed annuities, and life insurance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Commonwealth Financial Services
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Commonwealth Financial Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.