Daniel Diaz
Finaccess Advisors · Miami, Florida
Daniel Diaz is a fee-only financial advisor at Finaccess Advisors in Miami, Florida. Finaccess Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Finaccess Advisors |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.11B across 160 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6099335 |
| Exams passed | Series 65 (2012) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Profile |
How Daniel's firm compares
- Finaccess Advisors's average account is about $25.7 million, from its Form ADV (assets managed divided by 160 accounts).
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Questions about Daniel
Is Daniel Diaz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Finaccess Advisors 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, Finaccess Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Diaz based?
Daniel Diaz is based in Miami, Florida.
Is Daniel Diaz registered with the SEC?
Yes. Daniel Diaz is registered as an investment adviser representative in FL (CRD 6099335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finaccess Advisors manage?
Finaccess Advisors reports $4.11B across 160 accounts in assets under management.
How do I contact Daniel Diaz?
Contact details aren't on file yet. Search for Finaccess Advisors.
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
- 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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