Daniel Yerger is a CFP, ChFC-designated registered investment advisor at My Wealth Planners, based in Longmont, CO, 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 Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 7 more. Their firm serves 184 clients with $99M 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 | 0.50% |
Ongoing financial planning and investment management are charged as an annual fee of 0.50% of total client net worth, with a minimum annual fee of $6,000. For standalone managed investments, the firm typically charges a 1% annual fee.
Fee Estimator
Contact
Daniel Yerger
Location
720 100 Year Party Court, Suite 300, Longmont, CO, 80504
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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 Advisory Board Member at Front Range Community College. He devotes minimal time to this activity.
Employment History
Current Registrations
My Wealth Planners
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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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