# Dan Joss

> Dan Joss is a fee-only financial advisor at Joss Brown Wealth Advisors Group, LLC in Williamsburg, Virginia, who holds the CFP, MBA and RLP credentials. Joss Brown Wealth Advisors Group, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dan-joss/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Joss Brown Wealth Advisors Group, LLC
- **Based in:** Williamsburg, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $162.4M across 603 accounts
- **Credentials:** CFP, MBA, RLP
- **CRD:** 4530542 (https://adviserinfo.sec.gov/individual/summary/4530542)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 65 (2000)
- **Firm size:** 5 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Dan Joss a fee-only financial advisor?

Yes. Dan Joss 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, Joss Brown Wealth Advisors Group, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dan Joss based?

Dan Joss is based in Williamsburg, Virginia.

### What credentials does Dan Joss hold?

Dan Joss holds the CFP, MBA and RLP credentials.

### Is Dan Joss registered with the SEC?

Yes. Dan Joss is registered as an investment adviser representative in TX and VA (CRD 4530542), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Joss Brown Wealth Advisors Group, LLC manage?

Joss Brown Wealth Advisors Group, LLC reports $162.4M across 603 accounts in assets under management.

### How do I contact Dan Joss?

Contact details aren't on file yet. Search for Joss Brown Wealth Advisors Group, LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/dan-joss-10957): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.