Daniel Farrell is a CFA-designated registered investment advisor at Core Planning, based in Devon, PA, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 867 clients with $530M 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 | 1.25% |
Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.
Fee Estimator
Location
Devon, PA
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 →Employment History
Current Registrations
Core Planning
Previous Registrations
Vanguard Marketing CorporationBroker
Oppenheimerfunds Distributor, INC.Broker
Oppenheimer & CO. INC.Broker
State Registrations10 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.
Exams
More Advisors
- Anthony Nicolai, CFPOsaic Wealth, INC.
- Douglas Swope, CFPCaptrust
- Brian Mckittrick, CFPOsaic Wealth, INC.
- Christopher Mitchell, CFPOsaic Wealth, INC.
- Lisa Fouraker, CFPRaymond James & Associates, INC.
- Michael Pidhirskyj, CFACapridge Advisors