Daniel Financial Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Daniel Financial Group provides advisory services to individuals, high‑net‑worth individuals, and corporations through financial coaching, written financial plans, and educational workshops. Rather than directly managing client assets, the firm emphasizes client education and referral to unaffiliated third‑party managers that implement model portfolios.
DFG assists clients in selecting and monitoring other money managers, evaluating candidates on factors such as cost, skill, reputation, dependability, and compatibility, and it reviews accounts on a periodic basis using custodial statements. The firm receives a portion of the fees charged by selected managers as part of those referral arrangements, does not accept performance‑based fees, and does not custody client assets.
The firm is also a licensed insurance agency that sells Medicare supplement plans, life insurance, and occasional fixed annuities on a commission basis, and the principal devotes a notable portion of time to those insurance activities. DFG offers short‑term hourly consulting for specific financial issues and routinely conducts workshops for corporate groups, business owners, and individuals as part of its coaching services.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Fee options
Written financial planning fees up to $2,500
Insurance commissions for Medicare Supplements, Life Insurance, and occasional fixed annuities
$150/hour
Account minimum: $25,000 Fee-only: Hourly fee of $150/hour; Written financial planning fees up to $2,500
Main office location
Daniel Financial Group, Inc.
650 S. Shackleford Ste 400 L
Little Rock AR 72211, United States
Number of offices
1
Most active in
Daniel Financial Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Arkansas · Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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