Daniel Esford
Reagan Companies Asset Management · Syracuse, New York
Daniel Esford is a fee-only financial advisor at Reagan Companies Asset Management in Syracuse, New York, who holds the CFP credential. Reagan Companies Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Reagan Companies Asset Management |
|---|---|
| Based in | Syracuse, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.16B across 2,100 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 6455605 |
| Exams passed | Series 66 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.reaganinvesting.com |
How Daniel's firm compares
- Reagan Companies Asset Management's average account is about $553,000, from its Form ADV (assets managed divided by 2,100 accounts).
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Questions about Daniel
Is Daniel Esford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Reagan Companies Asset Management 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, Reagan Companies Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Esford based?
Daniel Esford is based in Syracuse, New York.
What credentials does Daniel Esford hold?
Daniel Esford holds the CFP credential.
Is Daniel Esford registered with the SEC?
Yes. Daniel Esford is registered as an investment adviser representative in FL and NY (CRD 6455605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reagan Companies Asset Management manage?
Reagan Companies Asset Management reports $1.16B across 2,100 accounts in assets under management.
How do I contact Daniel Esford?
Through Daniel's website, www.reaganinvesting.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
- 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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