Dan Loose
Medicus Wealth Planning · Draper, Utah
Dan Loose is a fee-only financial advisor at Medicus Wealth Planning in Draper, Utah, who holds the CFP credential. Medicus Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Medicus Wealth Planning |
|---|---|
| Based in | Draper, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $160.8M across 558 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 6722703 |
| Exams passed | Series 66 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.medicuswealthplanning.com |
How Dan's firm compares
- Medicus Wealth Planning's average account is about $288,000, from its Form ADV (assets managed divided by 558 accounts).
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Questions about Dan
Is Dan Loose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dan holds no broker registration, and Medicus Wealth Planning 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's firm, Medicus Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dan Loose based?
Dan Loose is based in Draper, Utah.
What credentials does Dan Loose hold?
Dan Loose holds the CFP credential.
Is Dan Loose registered with the SEC?
Yes. Dan Loose is registered as an investment adviser representative in TX and UT (CRD 6722703), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Medicus Wealth Planning manage?
Medicus Wealth Planning reports $160.8M across 558 accounts in assets under management.
How do I contact Dan Loose?
Through Dan's website, www.medicuswealthplanning.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
- 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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