Dan Joss
Joss Brown Wealth Advisors Group, LLC · Williamsburg, Virginia
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.
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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 | $162.4M across 603 accounts |
| Credentials | CFP · MBA · RLP |
| SEC registration | Investment adviser representative in TX, VA · CRD 4530542 |
| Exams passed | Series 65 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Profile |
How Dan's firm compares
- Joss Brown Wealth Advisors Group, LLC's average account is about $269,000, from its Form ADV (assets managed divided by 603 accounts).
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Questions about Dan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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