Daniel Kulibert is a registered investment advisor at Triad Wealth Partners, LLC, based in Clovis, CA, with 2 years of industry experience. Daniel 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, Insurance Planning, and 3 more. Their firm serves 3,896 clients with $1.5B 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 | 2.00% |
Advisory fees vary based on services provided and range up to 2.00% per year. Fees are negotiable.
Fee Estimator
Location
Clovis, CA
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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 a sole proprietor of 55e.co, a YouTube channel providing educational financial information. He spends minimal time creating and sharing spreadsheets related to DIY finance on nights and weekends.
Employment History
Current Registrations
Triad Wealth Partners, LLC
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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