Daniel Andersen
Parkshore Wealth Management · Granite Bay, California
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.
Request an introduction to Daniel →
Specialties
Who they serve
- Pre-retirees
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 |
| Assets under management | $517.9M across 1,611 accounts |
| Credentials | CFP · CTEC |
| SEC registration | Investment adviser representative in CA, TX · CRD 5826910 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | parkshorewealth.com/napfa-feeonly |
| Profile |
How Daniel's firm compares
- Parkshore Wealth Management's average account is about $321,000, from its Form ADV (assets managed divided by 1,611 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Parkshore Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.