Brett Daniel
Advisor at The McBride Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Brett Daniel is a CFP® professional with The McBride Group and has been with the firm since 2024. He has prior experience working with the Windsor Unified School District since 1998. The McBride Group provides investment advisory services primarily to individual clients, including high-net-worth households, as well as banks, pension plans, trusts, and other institutions. The firm operates mainly on a non-discretionary basis and offers portfolio management, financial planning, consulting, and third-party sub-adviser selection and monitoring.
Fee options
Financial Institution Consulting Services: initial engagement fee of $25,000 plus a fixed annual retainer (amount negotiated case-by-case).
$0 - $5,000,000: 0.85% annually $5,000,000+: 0.65% annually
Not specifically stated, but hourly charges are SEC-reported fee types; no specific amounts provided.
Location
755 Baywood Drive, Second Floor
Petaluma, CA 94954
Most active in
Brett D has reported serving >5 clients in these states in the last 12 months.
California
Work history
The McBride Group LLC
2024 - Present (2 years)
Windsor Unified School Distric
1998 - Present (28 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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