Advisor at Motley Fool Wealth Management, 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
Motley Fool Wealth Management, LLC
Location
Charlotte, NC
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
18 years
Hilary Daniel is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Motley Fool Wealth Management, LLC. Her prior experience includes roles at Modera Wealth Management, Parsec Financial, Morton Malloy Realty, and The Vanguard Group. Outside of her advisory work, she is co-owner and CEO of a private company specializing in ATM installation and maintenance. Motley Fool Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, business entities, and retirement plans. The firm integrates research from The Motley Fool group and offers both retail managed accounts and model licensing to institutional clients.
Based on Motley Fool Wealth Management, LLC
Based on Motley Fool Wealth Management, LLC
$0 - $1,000,000: 0.95% annually for Stock-Based Model Portfolios $1,000,001+: 0.75% annually for Stock-Based Model Portfolios $0 - $1,000,000: 0.40% annually for Index-Based Model Portfolios $1,000,001+: 0.30% annually for Index-Based Model Portfolios
Account minimum: $6,000 minimum to open an account; additional investments subject to $500 minimum Fee-only: Financial planning and counseling services provided complimentary to eligible clients with specified account minimums; no separate fee charged.
Charlotte, NC
Colorado · North Carolina · Virginia
Motley Fool Wealth Management
2025 - Present (1 year)
Modera Wealth Management, LLC
2023 - 2025 (2 years)
Parsec Financial
2020 - 2023 (3 years)
Morton Malloy Realty
2015 - 2020 (5 years)
THE Vanguard Group, Inc.
2013 - 2020 (7 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
Series 65
Vienna, VA
Solution Factory, LLC
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