Daniel Arbogast
Arbogast Financial Advisors · Melbourne, Florida
Daniel Arbogast is a fee-only financial advisor at Arbogast Financial Advisors in Melbourne, Florida. Arbogast Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Arbogast Financial Advisors |
|---|---|
| Based in | Melbourne, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50.8M across 138 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7712977 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.arbogastfinancial.com |
How Daniel's firm compares
- Arbogast Financial Advisors's average account is about $368,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Daniel
Is Daniel Arbogast a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Arbogast Financial Advisors 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's firm, Arbogast Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Arbogast based?
Daniel Arbogast is based in Melbourne, Florida.
Is Daniel Arbogast registered with the SEC?
Yes. Daniel Arbogast is registered as an investment adviser representative in FL (CRD 7712977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arbogast Financial Advisors manage?
Arbogast Financial Advisors reports $50.8M across 138 accounts in assets under management.
How do I contact Daniel Arbogast?
Through Daniel's website, www.arbogastfinancial.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
- 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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