Daniel Fedder
Seven Post Investment Office · San Francisco, California
Daniel Fedder is a fee-only financial advisor at Seven Post Investment Office in San Francisco, California. Seven Post Investment Office reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Seven Post Investment Office |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $9.61B across 249 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6480208 |
| Exams passed | Series 63 (2016) · Series 65 (2025) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.sevenpost.com |
How Daniel's firm compares
- Seven Post Investment Office's average account is about $38.6 million, from its Form ADV (assets managed divided by 249 accounts).
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Questions about Daniel
Is Daniel Fedder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Seven Post Investment Office 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, Seven Post Investment Office, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Daniel Fedder based?
Daniel Fedder is based in San Francisco, California.
Is Daniel Fedder registered with the SEC?
Yes. Daniel Fedder is registered as an investment adviser representative in CA (CRD 6480208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seven Post Investment Office manage?
Seven Post Investment Office reports $9.61B across 249 accounts in assets under management.
How do I contact Daniel Fedder?
Through Daniel's website, www.sevenpost.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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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