Daniel Financial Group provides personalized financial coaching, consulting, and written financial plans for individuals, businesses, and organizations. Rather than managing investment portfolios directly, Daniel Financial Group connects clients with independent third-party portfolio managers who use model portfolios and modern portfolio theory. Daniel Financial Group also offers educational workshops on financial planning and retirement topics. Additionally, Daniel Financial Group operates as a licensed insurance agency, offering life insurance, Medicare supplements, and fixed annuities. The firm is led by Kevin Daniel and is based in Little Rock, Arkansas.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
- Written financial planning and coaching — up to $2,500, which includes an educational workshop and one-on-one meetings to review your investment strategy and determine who will carry out necessary changes
- Hourly consulting — $150 per hour for specific advice, such as reviewing your 401(k) plan allocation
One-Time Plan:Up to $2,500
Hourly Rate:$150/hr
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