Advisor at McCurdy Financial Solutions
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Firm
McCurdy Financial Solutions
Location
Rocklin, CA
Credentials
CFP®, CFA®, ChFC®, Series 66
Industry experience
11 years
Daniel McCurdy is a financial advisor at McCurdy Financial Solutions with 11 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to founding his independent firm, he worked at Strategic Wealth Advisors Group, LPL Financial, Western Wealth Management, and Edward Jones. Outside of advisory work, he is involved in tax return data entry through a law office. McCurdy Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and nonprofit organizations. The firm offers tailored discretionary portfolio management using both fundamental and technical analysis, combining active and passive funds, and incorporates socially conscious investing when requested. It also emphasizes financial education through seminars and educational materials.
Based on McCurdy Financial Solutions
Based on McCurdy Financial Solutions
Project-Based Financial Planning fixed fees generally range from $1,500 to $5,000; initial financial plan fee up to $1,000, may be waived.
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $749,999: 1.15% $750,000 - $999,999: 1.00% $1,000,000+: 0.75%
Project-Based Financial Planning hourly fee of $250 per hour, negotiable.
Ongoing Financial Planning recurring fixed fee paid monthly in advance, ranging from $100 to $500, negotiable.
Account minimum: $100,000 Fee-only: Ongoing Financial Planning fees ranging from $100 to $500 per month, negotiable; Project-Based Financial Planning fixed fees from $1,500 to $5,000 or hourly fee of $250 per hour, negotiable.
Rocklin, CA
California · Nevada · Texas
McCurdy Financial Solutions
2023 - Present (3 years)
Strategic Wealth Advisors Group, LLC
2017 - 2024 (7 years)
LPL Financial, llc
2016 - 2024 (8 years)
Western Wealth Management LLC
2016 - 2016 (1 year)
Edward Jones
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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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