Evan Mcdaniel is a CFP-designated registered investment advisor at Eastlake Planning LLC, based in Dallas, TX, with 10 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 118 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eastlake Planning manages investments through a wrap fee program, where clients pay one fee covering management, transaction costs, and administrative fees. The specific investment advisory fees are negotiable and detailed in the client's advisory agreement.
Location
Dallas, TX
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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 ActivitiesSells Insurance
Evan is an independent licensed insurance agent.
Employment History
Current Registrations
Eastlake Planning LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations4 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.