DANIEL FINANCIAL GROUP, INC.

Overview

Daniel Financial Group, Inc. is a small, individually owned corporate advisor that operates primarily as an insurance broker while offering advisory services such as financial planning, selection of other advisers and educational seminars. The firm presents itself as a capital allocator but does not report active discretionary asset management on a client or AUM basis. Its fee arrangements include percentage-of-assets, hourly and fixed-fee engagements alongside other fee models, which supports a mix of project-based planning and ongoing advisory relationships rather than solely commission work. Investment activity appears centered on traditional packaged solutions and third-party managers rather than an in-house active equity or fixed-income trading desk. The firm is not identified as an active ESG investor, is not positioned as a multi-state advisory platform, and does not act as a pension consultant. Given the combination of insurance brokerage and annuity use (see Investments & Alternatives), its client-facing work likely emphasizes retirement income planning and insurance-based solutions alongside education and adviser selection for clients needing outsourced manager access.

Assets & Accounts

Investments & Alternatives

Location & Offices