Daniel Anderson
Pittenger & Anderson · Lincoln, Nebraska
Daniel Anderson is a fee-only financial advisor at Pittenger & Anderson in Lincoln, Nebraska, who holds the CFP credential. Daniel charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning and founders (pre-exit).
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Pittenger & Anderson |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $3.03B across 2,261 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE, TX · CRD 1430537 |
| Exams passed | Series 63 (1985) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | pittand.com |
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Questions about Daniel
Is Daniel Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Pittenger & Anderson 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.
How much does Daniel charge?
According to Pittenger & Anderson's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Daniel Anderson based?
Daniel Anderson is based in Lincoln, Nebraska.
What does Daniel specialize in?
Daniel's specialties include retirement planning and founders (pre-exit). Daniel works with retirees and founders.
What credentials does Daniel Anderson hold?
Daniel Anderson holds the CFP credential.
Is Daniel Anderson registered with the SEC?
Yes. Daniel Anderson is registered as an investment adviser representative in NE and TX (CRD 1430537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pittenger & Anderson manage?
Pittenger & Anderson reports $3.03B across 2,261 accounts in assets under management.
How do I contact Daniel Anderson?
Through Daniel's website, pittand.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
- Pittenger & Anderson 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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