Daniel Alfi
Fifr · Nashville, Tennessee
Daniel Alfi is a fee-only financial advisor at Fifr in Nashville, Tennessee. Daniel charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $1,800 a year and no asset minimum).
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Facts
| Firm | Fifr |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,800 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $68.0M across 1,335 accounts |
| SEC registration | Investment adviser representative in CA, TN · CRD 6354062 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fifr.io |
| Profile |
How Daniel's firm compares
- Ongoing planning starts at $1,800 a year, below the Tennessee median of $4,200 for fee-only firms that publish prices.
- Fifr's average account is about $51,000, from its Form ADV (assets managed divided by 1,335 accounts).
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Questions about Daniel
Is Daniel Alfi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Fifr reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a flat fee or retainer and an ongoing planning fee.
How much does Daniel charge?
According to Fifr's website, checked October 30, 2026: ongoing planning from $1,800 a year; no asset minimum.
Where is Daniel Alfi based?
Daniel Alfi is based in Nashville, Tennessee.
Is Daniel Alfi registered with the SEC?
Yes. Daniel Alfi is registered as an investment adviser representative in CA and TN (CRD 6354062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fifr manage?
Fifr reports $68.0M across 1,335 accounts in assets under management.
How do I contact Daniel Alfi?
Through Daniel's website, fifr.io.
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
- Fifr 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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