# Daniel Beatty

> Daniel Beatty is a fee-only financial advisor at Selby Wealth Management in Emeryville, California. Selby Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-beatty/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Selby Wealth Management
- **Based in:** Emeryville, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $544.8M across 480 accounts
- **CRD:** 872161 (https://adviserinfo.sec.gov/individual/summary/872161)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.selbywealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Selby Wealth Management 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, Selby Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Daniel Beatty based?

Daniel Beatty is based in Emeryville, California.

### Is Daniel Beatty registered with the SEC?

Yes. Daniel Beatty is registered as an investment adviser representative in CA (CRD 872161), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Selby Wealth Management manage?

Selby Wealth Management reports $544.8M across 480 accounts in assets under management.

### How do I contact Daniel Beatty?

Through Daniel's website, www.selbywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/872161): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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