DC
CFP
DC
CFP

Daniel Cieniewicz

12 Years of Experience
Shillington, PA

Daniel Cieniewicz is a CFP-designated registered investment advisor at Hyperion Financial, based in Shillington, PA, 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, High Net Worth, and 5 more. Their firm serves 182 clients with $90M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
182 clients
Average Client Portfolio
$494K average
Assets Under Management
$89.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.75%
$5M+0.50%

Fees are negotiable and paid quarterly in advance. Total advisory fees combined with any outside managers will not exceed 3% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20 W. Lancaster Ave, Suite 3, Shillington, PA, 19607

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Daniel works as a counselor for The College Dude, providing financial aid and student loan counseling. He also creates content for MoneyGeek and is an instructor for the American Financial Education Alliance (AEFA), dedicating a few hours per week to each activity.

Employment History
Current Registrations
Hyperion Financial
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
July 2016 - May 2021 · 4 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
April 2014 - May 2021 · 7 yrs 1 mo
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
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