# Daniel Frankel

> Daniel Frankel is a fee-only financial advisor at WealthCollab in Bellevue, Washington, who holds the CFP and CFA credentials. Daniel charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $19,800 a year) and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/daniel-frankel/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** WealthCollab
- **Based in:** Bellevue, Washington
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $19,800 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $316.2M across 414 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Real estate investors
- **Works with:** Tech employees
- **CRD:** 5165778 (https://adviserinfo.sec.gov/individual/summary/5165778)
- **SEC registration:** Investment adviser representative in CA, TX, WA
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wealthcollab.com

## Frequently asked questions

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

Yes. Daniel Frankel is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.

### How does Daniel charge for financial advice?

Daniel charges a flat fee or retainer and an ongoing planning fee.

### How much does Daniel charge?

According to WealthCollab's website, checked October 28, 2026: ongoing planning from $19,800 a year.

### Where is Daniel Frankel based?

Daniel Frankel is based in Bellevue, Washington.

### What does Daniel specialize in?

Daniel's specialties include equity compensation, tax planning, estate & legacy planning and real estate investors. Daniel works with tech employees.

### What credentials does Daniel Frankel hold?

Daniel Frankel holds the CFP and CFA credentials.

### Is Daniel Frankel registered with the SEC?

Yes. Daniel Frankel is registered as an investment adviser representative in CA, TX and WA (CRD 5165778), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does WealthCollab manage?

WealthCollab reports $316.2M across 414 accounts in assets under management.

### How do I contact Daniel Frankel?

Through Daniel's website, wealthcollab.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38539): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.wealthcollab.com/): specialties, clients served, and fees, checked October 28, 2026

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