# Daniel Cohen

> Daniel Cohen is a fee-only financial advisor at Impact Capital in Rockville, Maryland. Daniel charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.

Page: https://find.wellspent.co/advisors/daniel-cohen-6438308/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Impact Capital
- **Based in:** Rockville, Maryland
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $253.4M across 650 accounts
- **CRD:** 6438308 (https://adviserinfo.sec.gov/individual/summary/6438308)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (2015), Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.impactcapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Impact Capital 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 percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.

### Where is Daniel Cohen based?

Daniel Cohen is based in Rockville, Maryland.

### Is Daniel Cohen registered with the SEC?

Yes. Daniel Cohen is registered as an investment adviser representative in TX and VA (CRD 6438308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Impact Capital manage?

Impact Capital reports $253.4M across 650 accounts in assets under management.

### How do I contact Daniel Cohen?

Through Daniel's website, www.impactcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6438308): 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://impactcapital.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.