Daniel Milks
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.
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.
Firm
Fiduciary Organization, LLC
Location
Greenville, SC 29609
Credentials
CFP®
Industry experience
10 years
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
1.2% - .5%
Negotiable
$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)
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