Daniel Bender
MBR Financial · Houston, Texas
Daniel Bender is a fee-only financial advisor at MBR Financial in Houston, Texas. Daniel charges a percentage of assets, a flat fee or retainer and hourly fees and focuses on retirement planning, divorce financial planning and estate & legacy planning.
Request an introduction to Daniel →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
- Founders
Facts
| Firm | MBR Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Assets under management | $956.4M across 1,516 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1420428 |
| Exams passed | Series 63 (1985) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.mbrfinancial.com |
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 Bender a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and MBR Financial 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, a flat fee or retainer and hourly fees.
Where is Daniel Bender based?
Daniel Bender is based in Houston, Texas.
What does Daniel specialize in?
Daniel's specialties include retirement planning, divorce financial planning, estate & legacy planning and tax planning. Daniel works with retirees, pre-retirees, mid-life transitions, divorced individuals and founders.
Is Daniel Bender registered with the SEC?
Yes. Daniel Bender is registered as an investment adviser representative in TX (CRD 1420428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MBR Financial manage?
MBR Financial reports $956.4M across 1,516 accounts in assets under management.
How do I contact Daniel Bender?
Through Daniel's website, www.mbrfinancial.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
- MBR Financial 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.
See something wrong? Request a correction. Read our methodology.