# Daniel Capozzo

> Daniel Capozzo is a fee-only financial advisor at Clearwell Group in Tampa, Florida, who holds the CFA credential. Daniel focuses on estate & legacy planning and family wealth transfer. Clearwell Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-capozzo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Clearwell Group
- **Based in:** Tampa, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $413.5M across 57 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2770322 (https://adviserinfo.sec.gov/individual/summary/2770322)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1996)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://clearwellgroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Clearwell 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, Clearwell Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Daniel Capozzo based?

Daniel Capozzo is based in Tampa, Florida.

### What does Daniel specialize in?

Daniel's specialties include estate & legacy planning and family wealth transfer. Daniel works with multi-generational families.

### What credentials does Daniel Capozzo hold?

Daniel Capozzo holds the CFA credential.

### Is Daniel Capozzo registered with the SEC?

Yes. Daniel Capozzo is registered as an investment adviser representative in FL (CRD 2770322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clearwell Group manage?

Clearwell Group reports $413.5M across 57 accounts in assets under management.

### How do I contact Daniel Capozzo?

Through Daniel's website, clearwellgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2770322): 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
- The firm's website (https://clearwellgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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