Daniel Gombrich
Daniel Gombrich is a registered investment advisor at Integrity Alliance, LLC, based in Scottsdale, AZ, with 8 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, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
8767 E Via De Ventura, Suite 200, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2025Other Business ActivitiesSells Insurance
Daniel is an insurance agent at Heartland Retirement Group since 2016, and owner of Gombrich Consulting, LLC for fixed insurance sales. He is also a partner at HRG Desert Division, LLC for insurance, and an Investment Adviser Rep at Heartland Retirement Group Wealth Management; the insurance activities take about a quarter of his time.
Employment History
Current Registrations
Integrity Alliance, LLC
Previous Registrations
Gladstone Wealth Partners
Gradient Wealth Management
Questar Asset Management, INC.
State Registrations3 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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