Daniel Fudala
Hazel Ridge Advisors · Palatine, Illinois
Daniel Fudala is a fee-only financial advisor at Hazel Ridge Advisors in Palatine, Illinois, who holds the CFP credential. Hazel Ridge Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Hazel Ridge Advisors |
|---|---|
| Based in | Palatine, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $15M across 100 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 5455956 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Daniel's firm compares
- Hazel Ridge Advisors's average account is about $150,000, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Daniel
Is Daniel Fudala a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Hazel Ridge Advisors 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, Hazel Ridge Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Fudala based?
Daniel Fudala is based in Palatine, Illinois.
What credentials does Daniel Fudala hold?
Daniel Fudala holds the CFP credential.
Is Daniel Fudala registered with the SEC?
Yes. Daniel Fudala is registered as an investment adviser representative in IL and TX (CRD 5455956), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hazel Ridge Advisors manage?
Hazel Ridge Advisors reports $15M across 100 accounts in assets under management.
How do I contact Daniel Fudala?
Contact details aren't on file yet. Search for Hazel Ridge Advisors.
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
- 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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