Dana Sippel
Glassman Wealth · Vienna, Virginia
Dana Sippel is a fee-only financial advisor at Glassman Wealth in Vienna, Virginia, who holds the CFP and PFS credentials. Dana focuses on retirement planning, estate & legacy planning and tax planning. Glassman Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Glassman Wealth |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $2.56B across 3,038 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in MD, VA · CRD 2441591 |
| Exams passed | Series 63 (2007) · Series 65 (1993) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.glassmanwealth.com |
| Profile |
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Questions about Dana
Is Dana Sippel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Glassman Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dana charge for financial advice?
Dana's firm, Glassman Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Dana charge?
According to Glassman Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Dana Sippel based?
Dana Sippel is based in Vienna, Virginia.
What does Dana specialize in?
Dana's specialties include retirement planning, estate & legacy planning and tax planning. Dana works with retirees.
What credentials does Dana Sippel hold?
Dana Sippel holds the CFP and PFS credentials.
Is Dana Sippel registered with the SEC?
Yes. Dana Sippel is registered as an investment adviser representative in MD and VA (CRD 2441591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassman Wealth manage?
Glassman Wealth reports $2.56B across 3,038 accounts in assets under management.
How do I contact Dana Sippel?
Through Dana's website, www.glassmanwealth.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
- Glassman Wealth 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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