Advisor at MY Wealth Planners
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Firm
MY Wealth Planners
Location
Longmont, CO 80504
Credentials
Series 65
Industry experience
3 years
Daniel Stefanski is a financial advisor at MY Wealth Planners with a Series 65 designation and three years of industry experience. His prior work includes roles at McAdam LLC and teaching positions at St Josephs University and Don Bosco Prep High School. MY Wealth Planners is a Colorado-registered investment adviser serving individual clients, employer plan sponsors, charities, and businesses. The firm offers financial planning and portfolio management using a combination of passive and selective active investment strategies, emphasizing asset allocation, diversification, and tax considerations.
Based on MY Wealth Planners
Based on MY Wealth Planners
$0 - /: 0.50% of client net worth (rounded down to nearest $100,000) for Ongoing Financial Planning with bundled Investment Management Services, with a minimum fee of $6,000 annually $0 - /: 1.00% annually for Investment Management Services (managed assets), billed monthly in arrears based on average daily balance $0 - $1,000,000: 0.50% annually for Employee Compensation Consulting plan assets $1,000,000 - $2,500,000: 0.48% annually for Employee Compensation Consulting plan assets $2,500,000 - $5,000,000: 0.35% annually for Employee Compensation Consulting plan assets $5,000,000 - $20,000,000: 0.25% annually for Employee Compensation Consulting plan assets $20,000,000 - $50,000,000: 0.19% annually for Employee Compensation Consulting plan assets $50,000,000+: 0.12% annually for Employee Compensation Consulting plan assets
Minimum fee: Minimum fee of $6,000 annually for Ongoing Financial Planning service Fee-only: Fixed fees for non-retirement compensation consulting on a project basis, quoted in advance and charged in arrears
720 100 Year Party Court, Suite 300
Longmont, CO 80504
Colorado · Texas
MY Wealth Planners LLC
2024 - Present (2 years)
McAdam LLC
2020 - 2024 (4 years)
St Josephs University
2020 - 2023 (3 years)
Don Bosco Prep High School
2016 - 2019 (3 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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