Advisor at The Retirement Planners, USA, 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
The Retirement Planners, USA, LLC
Location
Pensacola, FL 32514
Credentials
Series 63, Series 65, Series 66
Industry experience
15 years
Danny Steele is a financial advisor at The Retirement Planners, USA, LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with several firms including Silver Oak Securities, Inc. and First Heartland Capital Inc. Outside of advisory work, he owns Steele Insurance Agency, focusing on Medicare and other insurance sales. The Retirement Planners, USA, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and small businesses. The firm offers ongoing portfolio management, retirement planning, ERISA plan services, and distinctive annuity management along with educational seminars and workshops.
Based on The Retirement Planners, USA, LLC
Negotiable fixed fees for financial planning, maximum $2,500 based on complexity and client needs.
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001+: Negotiable
$200 per hour for financial planning services.
Fee-only: Financial planning fixed fees up to $2,500; hourly fees $200 per hour.
8001 N 9 Th Ave
Pensacola, FL 32514
Alabama · Florida · Louisiana · Missouri · Texas
The Retirement Planners, USA, LLC
2024 - Present (2 years)
The Retirement Planners, USA, LLC
2019 - Present (7 years)
Independent Insurance Agent
2019 - Present (7 years)
Silver Oak Securities, Inc.
2019 - Present (7 years)
First Heartland Capital Inc
2018 - 2018 (1 year)
The Retirement Planners, USA, LLC
2017 - 2019 (2 years)
Escambia County School District
2017 - 2018 (1 year)
Pensacola State College
2013 - 2017 (4 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.
CFP®, Series 66
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