Daniel Estes
Pin Oak Investment Advisors · Houston, Texas
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.
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Specialties
Who they serve
- Multi-generational families
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 | $784.8M across 322 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2566459 |
| Exams passed | Series 63 (1994) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.pinoak.com |
How Daniel's firm compares
- Pin Oak Investment Advisors's average account is about $2.4 million, from its Form ADV (assets managed divided by 322 accounts).
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Questions about Daniel
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.
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
- Pin Oak Investment 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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