Advisor at Greenspring Advisors, LLC
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Firm
Greenspring Advisors, LLC
Location
Towson, MD 21204
Credentials
CFP®, Series 65
Industry experience
8 years
Daniel Mong is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Greenspring Advisors, LLC since 2017, following a prior role at Silberstein Insurance Group and earlier experience at Bob Bell Chevrolet. Greenspring Advisors serves a diverse client base including individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, providing private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of fiduciary and non-fiduciary retirement plan services.
Based on Greenspring Advisors, LLC
Financial Planning fixed fees typically range from $2,000 to $150,000.
$0+: Up to 1.35% annually for Wealth Management Services (negotiable) $0 - $100 million: 0.05% for Plan-Level Discretionary Investment Management Services under Section 3(38) of ERISA $100 million - $250 million: 0.03% for Plan-Level Discretionary Investment Management Services under Section 3(38) of ERISA $250 million+: 0.01% for Plan-Level Discretionary Investment Management Services under Section 3(38) of ERISA
Financial Planning hourly fees range from $150 to $750 per hour.
Account minimum: $5,000 Minimum fee: Minimum annual fee of $5,000 for Wealth Management Services; minimum annual fee of $10,000 for Retirement Plan Consulting Services and Institutional Investment Consulting Services (exceptions may be granted). Fee-only: Financial Planning fees range from $2,000 to $150,000 (fixed fee) or $150 to $750 per hour (hourly rate).
One West Pennsylvania Avenue, Suite 500
Towson, MD 21204
Maryland · Texas
Greenspring Advisors, LLC
2025 - Present (1 year)
Greenspring Advisors, LLC
2017 - Present (9 years)
Silberstein Insurance Group
2016 - 2017 (1 year)
Bob Bell Chevrolet
2009 - 2017 (8 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
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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