Dan Kanivas
Triple Summit Advisors · Mercer Island, Washington
Dan Kanivas is a fee-only financial advisor at Triple Summit Advisors in Mercer Island, Washington, who holds the CFP and CFA credentials. Dan charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $1,000 and $400 an hour).
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Facts
| Firm | Triple Summit Advisors |
|---|---|
| Based in | Mercer Island, Washington |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,000 · $400 an hour · 0.65%–1.5% a year of assets managed |
| Assets under management | $108.5M across 412 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, MA, NJ, NY, TX, WA · CRD 6614568 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.triplesummit.com |
| Profile |
How Dan's firm compares
- A one-time plan starts at $1,000, below the Washington median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $400, above the Washington median of $300 for fee-only firms that publish prices.
- Triple Summit Advisors's average account is about $263,000, from its Form ADV (assets managed divided by 412 accounts).
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Questions about Dan
Is Dan Kanivas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dan holds no broker registration, and Triple Summit Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dan charge for financial advice?
Dan charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Dan charge?
According to Triple Summit Advisors's website, checked October 30, 2026: one-time plans from $1,000; $400 an hour; 0.65%–1.5% a year of assets managed.
Where is Dan Kanivas based?
Dan Kanivas is based in Mercer Island, Washington.
What credentials does Dan Kanivas hold?
Dan Kanivas holds the CFP and CFA credentials.
Is Dan Kanivas registered with the SEC?
Yes. Dan Kanivas is registered as an investment adviser representative in CA, MA, NJ, NY, TX and WA (CRD 6614568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Triple Summit Advisors manage?
Triple Summit Advisors reports $108.5M across 412 accounts in assets under management.
How do I contact Dan Kanivas?
Through Dan's website, www.triplesummit.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
- Triple Summit Advisors 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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