# Daniel DeSouza

> Daniel DeSouza is a fee-only financial advisor in Honolulu, Hawaii, who holds the CFA credential. Daniel charges a percentage of assets and focuses on crypto & digital assets, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/daniel-desouza/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Based in:** Honolulu, Hawaii
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** Over $5B
- **Credentials:** CFA
- **Specialties:** Crypto & digital assets, Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Estate & legacy planning, Founders (pre-exit), Sustainable & impact investing
- **Works with:** High earners, Ultra high net worth, Founders, Executives, Early-career professionals, Pre-retirees, Retirees, Multi-generational families
- **Website:** https://advisor.morganstanley.com/daniel.desouza

## About

With tried and tested experience, Morgan Stanley Financial Advisors bring a commitment to client service and act in their clients' best interests.

## Frequently asked questions

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

Yes. Daniel DeSouza is listed in the public advisor directory (listed as fee-only).

### How does Daniel charge for financial advice?

Daniel charges a percentage of assets.

### Where is Daniel DeSouza based?

Daniel DeSouza is based in Honolulu, Hawaii.

### What does Daniel specialize in?

Daniel's specialties include crypto & digital assets, small business owners, retirement planning, family wealth transfer, equity compensation and estate & legacy planning. Daniel works with high earners, ultra high net worth, founders, executives and early-career professionals.

### What credentials does Daniel DeSouza hold?

Daniel DeSouza holds the CFA credential.

### How do I contact Daniel DeSouza?

Through Daniel's website, advisor.morganstanley.com/daniel.desouza.

## Sources

- Public advisor directory: listed as fee-only
- The firm's website (https://advisor.morganstanley.com/daniel.desouza): specialties, clients served, and fees, checked October 28, 2026

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