Daniel Downey
Determined Advisors · San Diego, California
Daniel Downey is a fee-only financial advisor at Determined Advisors in San Diego, California. Daniel focuses on retirement planning. Determined Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Determined Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $13.8M across 21 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6190129 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.determinedadvisors.com |
| Profile |
How Daniel's firm compares
- Determined Advisors's average account is about $656,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Daniel
Is Daniel Downey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Determined 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, Determined Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Downey based?
Daniel Downey is based in San Diego, California.
What does Daniel specialize in?
Daniel's specialties include retirement planning.
Is Daniel Downey registered with the SEC?
Yes. Daniel Downey is registered as an investment adviser representative in CA (CRD 6190129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Determined Advisors manage?
Determined Advisors reports $13.8M across 21 accounts in assets under management.
How do I contact Daniel Downey?
Through Daniel's website, www.determinedadvisors.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
- Determined Advisors 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.
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