Daniel Mock is a CFP-designated registered investment advisor at Indivisible Partners, based in Westlake Village, CA, 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 676 clients with $2.1B 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 | 1.50% |
The maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.
Fee Estimator
Location
100 N. Westlake Blvd., Suite 201, Westlake Village, CA, 91362
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 the President of the Conejo Valley Estate Planning Council, assisting with administrative tasks, board meetings, and educational events since 2025. This volunteer work requires minimal time and is not investment-related.
Employment History
Current Registrations
Indivisible Partners
Fmb Wealth Management
Fmb Retirement Services
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.
Exams
More Advisors
- Debra Fields, CFPIndivisible Partners
- Jeremy Fields, CFPIndivisible Partners
- Grant Blindbury, CFPIndivisible Partners
- Jason Artof, CFPLPL Financial LLC
- Veronica Osmonov, CFPAdvisor Share Wealth Management, LLC
- Karen Hall, ChFCEagle Strategies LLC