# Daniel Dollinger

> Daniel Dollinger is a fee-only financial advisor at Daniel Dollinger CPA, CFP® in Wilsonville, Oregon, who holds the CFP credential. Daniel charges a percentage of assets and hourly fees and focuses on tax planning, estate & legacy planning and retirement planning.

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

## Facts

- **Firm:** Daniel Dollinger CPA, CFP®
- **Based in:** Wilsonville, Oregon
- **Fee model:** Percentage of assets; Hourly
- **Works virtually:** Yes (firm's website)
- **Languages:** Mandarin Chinese
- **Assets under management (firm):** $47.7M across 50 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 5822808 (https://adviserinfo.sec.gov/individual/summary/5822808)
- **SEC registration:** Investment adviser representative in OR
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://danieldollinger.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Daniel Dollinger CPA, CFP® 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 and hourly fees.

### Does Daniel work with clients virtually?

Yes. Daniel Dollinger CPA, CFP® says on its website that it works with clients remotely.

### What languages does Daniel work in?

Besides English, Daniel Dollinger CPA, CFP® offers service in Mandarin Chinese, according to its website.

### Where is Daniel Dollinger based?

Daniel Dollinger is based in Wilsonville, Oregon.

### What does Daniel specialize in?

Daniel's specialties include tax planning, estate & legacy planning and retirement planning.

### What credentials does Daniel Dollinger hold?

Daniel Dollinger holds the CFP credential.

### Is Daniel Dollinger registered with the SEC?

Yes. Daniel Dollinger is registered as an investment adviser representative in OR (CRD 5822808), 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 Daniel Dollinger CPA, CFP® manage?

Daniel Dollinger CPA, CFP® reports $47.7M across 50 accounts in assets under management.

### How do I contact Daniel Dollinger?

Through Daniel's website, danieldollinger.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5822808): 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://www.danieldollinger.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.