Advisor at HCR Wealth Advisors
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Firm
HCR Wealth Advisors
Location
Philadelphia, PA 19115
Credentials
Series 63, Series 65
Industry experience
4 years
Daniel Smyth is a managing director at HCR Wealth Advisors in Philadelphia, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at American Brokerage Services, UBS Financial Services, and Lincoln Financial Group. Smyth is also the director of the Life, LTC, and Disability Insurance Division at Relation Insurance Services, where he sells insurance products and acts as a broker for licensed agents. HCR Wealth Advisors provides discretionary investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a diversified investment approach utilizing fundamental, technical, and charting analysis, managing portfolios on a discretionary basis with consideration for tax, liquidity, and risk tolerance.
Based on HCR Wealth Advisors
Fixed fee up to $10,000 for development of entire financial plan.
0.25% to 2.00% annually (tiered/graduated range)
Management personnel may receive commissions from separate implementation of product transactions; not advisory fees.
Up to $750 per hour for financial consultations.
Account minimum: $500,000 Minimum fee: Minimum annual fee of $2,500 for financial planning and consulting services; may be waived if client has assets under management with HCR. Fee-only: Financial planning fees typically range from $500 to $10,000; up to $750 per hour for consultations; fixed fee up to $10,000 for entire financial plan.
1708 Welsh Road
Philadelphia, PA 19115
Pennsylvania
HCR Wealth Advisors
2025 - Present (1 year)
Relation Insurance Services
2024 - Present (2 years)
The Leaders Group Inc
2023 - Present (3 years)
American Brokerage Services
2020 - 2024 (4 years)
UBS Financial Services
2020 - 2020 (1 year)
Lincoln Financial Group
2018 - 2020 (2 years)
Unemployed
2018 - 2018 (1 year)
St. John's University
2018 - 2018 (1 year)
HCR Wealth Advisors
2017 - 2017 (1 year)
UBS Financial Services
2017 - 2017 (1 year)
UBS Financial Services
2016 - 2017 (1 year)
American Brokerage Services
2013 - 2016 (3 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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
CFA®
Philadelphia, PA
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CFP®, Series 65
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Ambler, PA
Revland Wealth Advisors
Series 65
Philadelphia, PA
Global Portfolios, LLC
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