Daniel Ebert
AIRE Advisors · Beverly Hills, California
Daniel Ebert is a fee-only financial advisor at AIRE Advisors in Beverly Hills, California. Daniel focuses on founders (pre-exit), retirement planning and estate & legacy planning. AIRE Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | AIRE Advisors |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $1.01B across 1,163 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6975074 |
| Exams passed | Series 63 (2019) · Series 66 (2021) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.aireadvisors.com |
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Questions about Daniel
Is Daniel Ebert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and AIRE 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, AIRE Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Ebert based?
Daniel Ebert is based in Beverly Hills, California.
What does Daniel specialize in?
Daniel's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and cross-border (US / Canada). Daniel works with founders, executives, ultra high net worth and multi-generational families.
Is Daniel Ebert registered with the SEC?
Yes. Daniel Ebert is registered as an investment adviser representative in NY (CRD 6975074), 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 AIRE Advisors manage?
AIRE Advisors reports $1.01B across 1,163 accounts in assets under management.
How do I contact Daniel Ebert?
Through Daniel's website, www.aireadvisors.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
- AIRE 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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