# Daniel Andersen

> Daniel Andersen is a fee-only financial advisor at Parkshore Wealth Management in Granite Bay, California, who holds the CFP and CTEC credentials. Daniel focuses on retirement planning and tax planning. Parkshore Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-andersen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Parkshore Wealth Management
- **Based in:** Granite Bay, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $517.9M across 1,611 accounts
- **Credentials:** CFP, CTEC
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees
- **CRD:** 5826910 (https://adviserinfo.sec.gov/individual/summary/5826910)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://parkshorewealth.com/napfa-feeonly

## Frequently asked questions

### Is Daniel Andersen a fee-only financial advisor?

Yes. Daniel Andersen is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.

### How does Daniel charge for financial advice?

Daniel's firm, Parkshore Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Andersen based?

Daniel Andersen is based in Granite Bay, California.

### What does Daniel specialize in?

Daniel's specialties include retirement planning and tax planning. Daniel works with pre-retirees.

### What credentials does Daniel Andersen hold?

Daniel Andersen holds the CFP and CTEC credentials.

### Is Daniel Andersen registered with the SEC?

Yes. Daniel Andersen is registered as an investment adviser representative in CA and TX (CRD 5826910), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Parkshore Wealth Management manage?

Parkshore Wealth Management reports $517.9M across 1,611 accounts in assets under management.

### How do I contact Daniel Andersen?

Through Daniel's website, parkshorewealth.com/napfa-feeonly.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6442): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.parkshorewealth.com/napfa-feeonly): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.