Dan Costigan
Two Palms Financial · San Clemente, California
Dan Costigan is a fee-only financial advisor at Two Palms Financial in San Clemente, California, who holds the CFP, CFA and MBA credentials. Two Palms Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Two Palms Financial |
|---|---|
| Based in | San Clemente, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $17.2M across 6 accounts |
| Credentials | CFP · CFA · MBA |
| SEC registration | Investment adviser representative in CA, MO · CRD 6361599 |
| Exams passed | Series 63 (2014) · Series 66 (2016) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Dan's firm compares
- Two Palms Financial's average account is about $2.9 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Dan
Is Dan Costigan a fee-only financial advisor?
Yes. Dan Costigan is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.
How does Dan charge for financial advice?
Dan's firm, Two Palms Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dan Costigan based?
Dan Costigan is based in San Clemente, California.
What credentials does Dan Costigan hold?
Dan Costigan holds the CFP, CFA and MBA credentials.
Is Dan Costigan registered with the SEC?
Yes. Dan Costigan is registered as an investment adviser representative in CA and MO (CRD 6361599), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Two Palms Financial manage?
Two Palms Financial reports $17.2M across 6 accounts in assets under management.
How do I contact Dan Costigan?
Contact details aren't on file yet. Search for Two Palms Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Clemente
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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