Daniel Boston
The Butterfield Group · Simi Valley, California
Daniel Boston is a fee-only financial advisor at The Butterfield Group in Simi Valley, California, who holds the CFP credential. The Butterfield Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Butterfield Group |
|---|---|
| Based in | Simi Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.9M across 60 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7341906 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Daniel's firm compares
- The Butterfield Group's average account is about $132,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Daniel
Is Daniel Boston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and The Butterfield Group 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, The Butterfield Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Boston based?
Daniel Boston is based in Simi Valley, California.
What credentials does Daniel Boston hold?
Daniel Boston holds the CFP credential.
Is Daniel Boston registered with the SEC?
Yes. Daniel Boston is registered as an investment adviser representative in CA (CRD 7341906), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Butterfield Group manage?
The Butterfield Group reports $7.9M across 60 accounts in assets under management.
How do I contact Daniel Boston?
Contact details aren't on file yet. Search for The Butterfield Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Simi Valley
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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