Daniel Reiter is a CFP-designated registered investment advisor at Prosperity Planning, based in North Kansas City, MO, with 10 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, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 406 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable on a client-by-client basis. Pension consulting services are assessed at up to 1.15% annually.
Fee Estimator
Contact
Daniel Reiter
Location
1920 Buchanan Street, North Kansas City, MO, 64116
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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 Activities
Daniel is an adjunct instructor at Kansas State University, teaching personal financial planning, and spends minimal time on this role. He also owns DSR Tax and Consulting, LLC, providing tax preparation and consulting services, dedicating minimal time to this business as well.
Employment History
Current Registrations
Prosperity Planning
Previous Registrations
Creative Planning
Sound Stewardship, LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
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.
Exams
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