# Daniel Caswell

> Daniel Caswell is a fee-only financial advisor at Integrated Wealth Strategies in Austin, Texas. Daniel focuses on retirement planning and small business owners. Integrated Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Integrated Wealth Strategies
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $151.7M across 546 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees, Founders, Executives
- **CRD:** 4541666 (https://adviserinfo.sec.gov/individual/summary/4541666)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2002), Series 65 (2005)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://wealthadvise.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Integrated Wealth Strategies 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, Integrated Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Caswell based?

Daniel Caswell is based in Austin, Texas.

### What does Daniel specialize in?

Daniel's specialties include retirement planning and small business owners. Daniel works with retirees, pre-retirees, founders and executives.

### Is Daniel Caswell registered with the SEC?

Yes. Daniel Caswell is registered as an investment adviser representative in TX (CRD 4541666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integrated Wealth Strategies manage?

Integrated Wealth Strategies reports $151.7M across 546 accounts in assets under management.

### How do I contact Daniel Caswell?

Through Daniel's website, wealthadvise.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4541666): 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://integratedwealthstrategies.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.