Daniel Alfi is a registered investment advisor at Fifr, based in Nashville, TN, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Tax Planning. Their firm serves 209 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered at no additional cost to clients who subscribe to Fifr's financial wellness services. You must be a financial wellness client to receive investment management.
Location
Nashville, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fifr
Previous Registrations
Morgan Stanley & CO. LLCBroker
State Registrations2 states
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