Daniel Beatty
Selby Wealth Management · Emeryville, California
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.
Request an introduction to Daniel →
Facts
| Firm | Selby Wealth Management |
|---|---|
| Based in | Emeryville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $544.8M across 480 accounts |
| SEC registration | Investment adviser representative in CA · CRD 872161 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.selbywealth.com |
How Daniel's firm compares
- Selby Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 480 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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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.
See something wrong? Request a correction. Read our methodology.