Daniel Dollinger
Daniel Dollinger CPA, CFP® · Wilsonville, Oregon
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.
Request an introduction to Daniel →
Specialties
Facts
| Firm | Daniel Dollinger CPA, CFP® |
|---|---|
| Based in | Wilsonville, Oregon |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Languages | Mandarin Chinese |
| Assets under management | $47.7M across 50 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5822808 |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | danieldollinger.com |
How Daniel's firm compares
- Daniel Dollinger CPA, CFP®'s average account is about $955,000, from its Form ADV (assets managed divided by 50 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
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.
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
- Daniel Dollinger CPA, CFP® 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.
See something wrong? Request a correction. Read our methodology.