Advisor at Fiduciary Organization, 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.
Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests.
Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry.
Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence
AUM: 1.2% - .5%
Flat: Negotiable
Hourly: $300
No Asset Minimum
Fiduciary Organization, LLC
2023 - Present (3 years)
Fiduciary Organization, LLC
2023 - Present (3 years)
Sovereign Financial
2022 - 2023 (1 year)
Woodmark Wealth Management, LLC
2018 - 2022 (4 years)
Unemployed
2018 - 2019 (1 year)
Wells Fargo Clearing Services
2015 - 2018 (3 years)
WELLS FARGO Advisors, LLC
2015 - 2016 (1 year)
Wells Fargo Advisors
2015 - 2018 (3 years)
CFP®, AAMS®
Greenville, SC
Wolff Financial
Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.
Series 63, Series 66
Greenville, SC
Edward Jones
Series 66
Piedmont, SC
Edward Jones
Series 66
Greer, SC
Edward Jones
Series 66
Greer, SC
Edward Jones
CFP®, Series 63, Series 66
Greenville, SC
Edward Jones
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
