Clay Daniels
Daniels & Erickson Financial Advisors · Dallas, Texas
Clay Daniels is a fee-only financial advisor at Daniels & Erickson Financial Advisors in Dallas, Texas. Daniels & Erickson Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Daniels & Erickson Financial Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $213.6M across 148 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4515832 |
| Exams passed | Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Clay's firm compares
- Daniels & Erickson Financial Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Clay
Is Clay Daniels a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clay holds no broker registration, and Daniels & Erickson Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clay charge for financial advice?
Clay's firm, Daniels & Erickson Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clay Daniels based?
Clay Daniels is based in Dallas, Texas.
Is Clay Daniels registered with the SEC?
Yes. Clay Daniels is registered as an investment adviser representative in TX (CRD 4515832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Daniels & Erickson Financial Advisors manage?
Daniels & Erickson Financial Advisors reports $213.6M across 148 accounts in assets under management.
How do I contact Clay Daniels?
Contact details aren't on file yet. Search for Daniels & Erickson Financial Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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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