Adam Dani
Napier Financial · Braintree, Massachusetts
Adam Dani is a fee-only financial advisor at Napier Financial in Braintree, Massachusetts. Adam focuses on estate & legacy planning, tax planning and family wealth transfer. Napier Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Napier Financial |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $587.9M across 993 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5286619 |
| Exams passed | Series 66 (2007) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | napierfinancial.com |
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Questions about Adam
Is Adam Dani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Napier Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Napier Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Dani based?
Adam Dani is based in Braintree, Massachusetts.
What does Adam specialize in?
Adam's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Adam works with multi-generational families.
Is Adam Dani registered with the SEC?
Yes. Adam Dani is registered as an investment adviser representative in MA (CRD 5286619), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Napier Financial manage?
Napier Financial reports $587.9M across 993 accounts in assets under management.
How do I contact Adam Dani?
Through Adam's website, napierfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Napier Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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