Daniel Fortunato
Meridian Financial Partners · Warrenton, Virginia
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Mid-life transitions
- Early-career professionals
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 |
| Assets under management | $627.6M across 1,522 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 8035201 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.meridianfinancialpartners.com |
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Questions about Daniel
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.
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
- Meridian Financial Partners 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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