# Daniel Estes

> Daniel Estes is a fee-only financial advisor at Pin Oak Investment Advisors in Houston, Texas, who holds the CFP credential. Daniel focuses on family wealth transfer. Pin Oak Investment Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Pin Oak Investment Advisors
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $784.8M across 322 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2566459 (https://adviserinfo.sec.gov/individual/summary/2566459)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1994)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.pinoak.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Pin Oak Investment 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, Pin Oak Investment Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Daniel Estes based?

Daniel Estes is based in Houston, Texas.

### What does Daniel specialize in?

Daniel's specialties include family wealth transfer. Daniel works with multi-generational families.

### What credentials does Daniel Estes hold?

Daniel Estes holds the CFP credential.

### Is Daniel Estes registered with the SEC?

Yes. Daniel Estes is registered as an investment adviser representative in TX (CRD 2566459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pin Oak Investment Advisors manage?

Pin Oak Investment Advisors reports $784.8M across 322 accounts in assets under management.

### How do I contact Daniel Estes?

Through Daniel's website, www.pinoak.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2566459): 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.pinoak.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.