Daner Wealth Management, LLC

Retirement Planning Firm in Alpharetta, GA

Firm Info
Address: 11475 Great Oaks Way Suite 340, Alpharetta, GA 30022, USA
Phone: (770) 368-6033

Firm Size
Assets Under Management: $149.8 million
# of Advisors: 1
# of Clients: 576
Client to Advisor Ratio: 576:1
Average Account Size: $260,011
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Daner Wealth Management, LLC Overview

Daner Wealth Management, LLC is a fee-only investment advisory firm based in Alpharetta, Georgia. This company was established in 2021 and since then has provided investment advice services to individuals and small businesses. As a registered investment advisory firm that solely provides investment advice, clients can rest assured that their interests are always put first as the firm is not commission-based. One of the core services offered by Daner Wealth Management, LLC is financial planning. At the heart of this service is the desire to help clients achieve their financial goals. Whether it's creating an investment plan, retirement planning or estate planning, the team at Daner Wealth Management, LLC work collaboratively with their clients to map out a path towards long-term financial success. Another critical service provided by Daner Wealth Management, LLC is portfolio management. With a focus on individual and small business investment portfolios, the team pays attention to every detail to ensure that client investments are aligned with their goals and risk tolerance. Through ongoing portfolio monitoring and review, clients can rest easy, knowing their investment strategies are flexible enough to adapt to changes in the market. Overall, Daner Wealth Management, LLC is a team that is committed to providing personalized investment solutions that suit their clients' unique needs.

DANER WEALTH MANAGEMENT, LLC serves a wide range of clients from individual investors to businesses. They specialize in offering customized financial planning and investment management services to help clients achieve their financial goals. Clients can avail of their services regardless of their current financial situation, income level, and investment portfolio size. They take a client-centric approach and offer tailored solutions to meet the unique needs of their clients. DANER WEALTH MANAGEMENT, LLC offers flexible fee structures depending on the service provided. One option available is a percentage of assets under management (AUM). This fee is calculated as a percentage of the total value of the assets managed by the firm. The percentage charged typically decreases as the AUM increases, making it a fair and affordable option for clients with larger investment portfolios. Another fee structure available is a fixed fee, which may be charged for specific advisory services provided by the firm. This fee model ensures transparency and eliminates any conflicts of interest associated with commission-based payment systems. DANER WEALTH MANAGEMENT, LLC strives to provide affordable and transparent fee structures to ensure that their clients receive value for money.

Typical Clients, Fee Structures & Investment Minimum

According to DANER WEALTH MANAGEMENT, LLC's Part 2 Brochure, their investment minimum varies depending on the type of account and investment strategy chosen. The brochure states that "minimum account values or initial investments may be required" for certain types of accounts, but does not specify the exact amount. Therefore, it is unclear what the firm's investment minimum is.

How This Office Can Help Alpharetta, GA Residents

Daner Wealth Management, LLC is a trusted financial advisory firm that assists clients in Alpharetta, GA, in managing their wealth and securing their financial future. The firm understands that each of its clients has unique financial situations and needs, and as such, provides personalized financial planning and investment management services to help clients achieve their specific goals. For individuals in Alpharetta, GA, who may be facing challenges such as retirement planning, college planning, tax planning, risk management, or estate planning, Daner Wealth Management, LLC offers tailored solutions to address their specific needs. The firm's team of experienced financial advisors works closely with clients to analyze their financial situations, develop customized financial strategies, and provide ongoing guidance and support to ensure that clients are on track to achieving their goals. With a focus on establishing long-term relationships with its clients, Daner Wealth Management, LLC is committed to delivering exceptional financial planning and investment management services that promote financial security and peace of mind.


Services Offered by Daner Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Daner Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 11475 Great Oaks Way Suite 340, Alpharetta, GA 30022, USA
Phone (770) 368-6033
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 106 GRAND CRESCENT, ALPHARETTA, GA 30009, United States

This firm has no other locations.

State Registrations

Daner Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • Georgia
  • Louisiana
  • North Carolina
  • Tennessee
  • Texas
  • Virginia

Disciplinary History

Daner Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.