Advisor at Purpose Financial Planning LLC
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.
Firm
Purpose Financial Planning LLC
Location
Arlington Heights, IL
Credentials
CFP®, Series 63, Series 65
Industry experience
17 years
Daniel Kaibel is a CFP® professional with 17 years of industry experience. He is the president and chief compliance officer of Purpose Financial Planning LLC, where he has worked since 2017. Prior to founding Purpose Financial Planning, he was with Vantage Financial Partners Limited for nine years and Elite Investment Team, LLC for eight years. Purpose Financial Planning LLC is an independent, single-advisor firm that provides comprehensive financial planning and portfolio management to individuals and businesses, including high-net-worth clients. The firm employs a blend of passive and active investment strategies, using ETFs, mutual funds, and individual equities, and offers clients updated financial plans annually as part of the advisory relationship.
Based on Purpose Financial Planning LLC
Complete Financial Plan: $950 or $1,250; Financial Planning on a project basis: $500; Financial Plan update: $500 or $750
$70,000 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $500,000: 1.00% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.80% $1,000,000 - $2,500,000: 0.70% $2,500,000+: 0.60%
Commissions received for life, annuity, long-term care, disability and Medicare insurance products sold by principal
Account minimum: $10,000
Arlington Heights, IL
Illinois
Elite Investment Team, LLC
2018 - Present (8 years)
Purpose Financial Planning, LLC
2017 - Present (9 years)
UNEMPLOYED
2017 - 2017 (1 year)
Vantage Financial Partners Limited
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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