Daniel Bochnia Stapff
Velaris Wealth Management · Orlando, Florida
Daniel Bochnia Stapff is a fee-only financial advisor at Velaris Wealth Management in Orlando, Florida. Daniel charges a percentage of assets (a $100,000 asset minimum).
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Facts
| Firm | Velaris Wealth Management |
|---|---|
| Based in | Orlando, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $100,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $128.7M across 112 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6844857 |
| Exams passed | Series 65 (2023) · Series 66 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.velaris.global |
How Daniel's firm compares
- Velaris Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Daniel
Is Daniel Bochnia Stapff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Velaris 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 charges a percentage of assets.
How much does Daniel charge?
According to Velaris Wealth Management's website, checked October 30, 2026: a $100,000 asset minimum.
Where is Daniel Bochnia Stapff based?
Daniel Bochnia Stapff is based in Orlando, Florida.
Is Daniel Bochnia Stapff registered with the SEC?
Yes. Daniel Bochnia Stapff is registered as an investment adviser representative in FL (CRD 6844857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Velaris Wealth Management manage?
Velaris Wealth Management reports $128.7M across 112 accounts in assets under management.
How do I contact Daniel Bochnia Stapff?
Through Daniel's website, www.velaris.global.
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
- Velaris Wealth Management 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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