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Daniel Thyfault

Buck Wealth Strategies, LLC
10 Years of Experience
Denver, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Thyfault is a registered investment advisor at Buck Wealth Strategies, LLC, based in Denver, CO, with 10 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,948 clients with $1.6B in assets under management.

Buck Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,948 clients
Average Client Portfolio
$557K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4600 S. Syracuse Street, Suite 650, Denver, CO, 80237

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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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Other Business ActivitiesSells Insurance

Daniel works as an insurance agent for E.A. Buck Insurance, an investment advisor representative for Buck Wealth Strategies, and a financial advisor for Buck Financial Services. Each of these roles takes nearly full-time hours.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
February 2025 - Present · 1 yr 8 mos
Madison Avenue Securities, LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2023 - February 2025 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
August 2023 - February 2025 · 1 yr 6 mos
Charles Schwab & CO., INC.
October 2016 - June 2023 · 6 yrs 8 mos
Charles Schwab & CO., INC.Broker
October 2015 - June 2023 · 7 yrs 8 mos
State Registrations16 states
AZCACOFLHIILKYMOMTNCNDOHTNTXVAWY
AdvisorBrokerBoth

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.
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