Daniel Caswell
Integrated Wealth Strategies · Austin, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Executives
Facts
| Firm | Integrated Wealth Strategies |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $151.7M across 546 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4541666 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wealthadvise.com |
How Daniel's firm compares
- Integrated Wealth Strategies's average account is about $278,000, from its Form ADV (assets managed divided by 546 accounts).
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Questions about Daniel
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.
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
- Integrated Wealth Strategies 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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