Daniel Frankel
WealthCollab · Bellevue, Washington
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.
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Specialties
Who they serve
- Tech employees
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 |
| Assets under management | $316.2M across 414 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 5165778 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthcollab.com |
| Profile |
How Daniel's firm compares
- Ongoing planning starts at $19,800 a year, above the Washington median of $4,500 for fee-only firms that publish prices.
- WealthCollab's average account is about $764,000, from its Form ADV (assets managed divided by 414 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- WealthCollab website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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