Daniel Allgaier
Artstone Private Wealth · Lehi, Utah
Daniel Allgaier is a fee-only financial advisor at Artstone Private Wealth in Lehi, Utah, who holds the CFP credential. Daniel charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,600 a year and one-time plans from $500) and focuses on tax planning, equity compensation and small business owners.
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Specialties
Who they serve
- Tech employees
- High earners
- Founders
Facts
| Firm | Artstone Private Wealth |
|---|---|
| Based in | Lehi, Utah |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year · One-time plans from $500 · 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.1M across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6027534 |
| Exams passed | Series 63 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.artstoneprivatewealth.com |
| Profile |
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Questions about Daniel
Is Daniel Allgaier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Artstone Private Wealth 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 percentage of assets and an ongoing planning fee.
How much does Daniel charge?
According to Artstone Private Wealth's website, checked October 30, 2026: ongoing planning from $3,600 a year; one-time plans from $500; 1% a year on the first tier of assets managed; no asset minimum.
Does Daniel work with clients virtually?
Yes. Artstone Private Wealth says on its website that it works with clients remotely.
Where is Daniel Allgaier based?
Daniel Allgaier is based in Lehi, Utah.
What does Daniel specialize in?
Daniel's specialties include tax planning, equity compensation, small business owners, founders (pre-exit), estate & legacy planning and retirement planning. Daniel works with tech employees, high earners and founders.
What credentials does Daniel Allgaier hold?
Daniel Allgaier holds the CFP credential.
Is Daniel Allgaier registered with the SEC?
Yes. Daniel Allgaier is registered as an investment adviser representative in UT (CRD 6027534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Artstone Private Wealth manage?
Artstone Private Wealth reports $4.1M across 6 accounts in assets under management.
How do I contact Daniel Allgaier?
Through Daniel's website, www.artstoneprivatewealth.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
- Artstone Private 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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