DB
CFP
DB
CFP

Daniel Bishop

9 Years of Experience
Mcleansboro, IL

Daniel Bishop is a CFP-designated registered investment advisor at Black Swan Advisors LLC, based in Mcleansboro, IL, 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Black Swan Advisors offers investment management through Betterment for Advisors as part of their financial planning engagement. The fees for Betterment are separate from Black Swan Advisors' planning fees and are charged by Betterment directly. Black Swan Advisors does not directly manage investments or charge AUM fees.

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Location

Mcleansboro, IL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Black Swan Advisors LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Black Swan Advisors LLC
January 2023 - December 2025 · 2 yrs 11 mos
Black Swan Advisors LLC
February 2016 - December 2021 · 5 yrs 10 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Daniel Bishop - Financial Advisor | TrueAdvisor