Daniel Claffey
EdMD · San Ramon, California
Daniel Claffey is a fee-only financial advisor at EdMD in San Ramon, California. Daniel charges a one-time planning fee (one-time plans from $900).
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Facts
| Firm | EdMD |
|---|---|
| Based in | San Ramon, California |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $900 |
| Accepting new clients | Yes |
| Assets under management | $2.5M across 50 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2646620 |
| Exams passed | Series 63 (2010) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.edmd.org |
How Daniel's firm compares
- A one-time plan starts at $900, below the California median of $2,500 for fee-only firms that publish prices.
- EdMD's average account is about $50,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Daniel
Is Daniel Claffey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and EdMD 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 one-time planning fee.
How much does Daniel charge?
According to EdMD's website, checked October 30, 2026: one-time plans from $900.
Where is Daniel Claffey based?
Daniel Claffey is based in San Ramon, California.
Is Daniel Claffey registered with the SEC?
Yes. Daniel Claffey is registered as an investment adviser representative in CA (CRD 2646620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does EdMD manage?
EdMD reports $2.5M across 50 accounts in assets under management.
How do I contact Daniel Claffey?
Through Daniel's website, www.edmd.org.
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
- EdMD 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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