# Daniel Fortunato

> Daniel Fortunato is a fee-only financial advisor at Meridian Financial Partners in Warrenton, Virginia, who holds the CFP credential. Daniel focuses on retirement planning, small business owners and estate & legacy planning. Meridian Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Meridian Financial Partners
- **Based in:** Warrenton, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $627.6M across 1,522 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners, Estate & legacy planning, Divorce financial planning
- **Works with:** Retirees, Pre-retirees, Founders, Mid-life transitions, Early-career professionals
- **CRD:** 8035201 (https://adviserinfo.sec.gov/individual/summary/8035201)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.meridianfinancialpartners.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Meridian Financial Partners 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, Meridian Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Fortunato based?

Daniel Fortunato is based in Warrenton, Virginia.

### What does Daniel specialize in?

Daniel's specialties include retirement planning, small business owners, estate & legacy planning and divorce financial planning. Daniel works with retirees, pre-retirees, founders, mid-life transitions and early-career professionals.

### What credentials does Daniel Fortunato hold?

Daniel Fortunato holds the CFP credential.

### Is Daniel Fortunato registered with the SEC?

Yes. Daniel Fortunato is registered as an investment adviser representative in VA (CRD 8035201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meridian Financial Partners manage?

Meridian Financial Partners reports $627.6M across 1,522 accounts in assets under management.

### How do I contact Daniel Fortunato?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8035201): 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://meridianfinancialpartners.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.