Daniel Garwood
CBG & Company · Fishers, Indiana
Daniel Garwood is a fee-only financial advisor at CBG & Company in Fishers, Indiana. Daniel focuses on physicians & residents, retirement planning and tax planning. CBG & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | CBG & Company |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $270.7M across 525 accounts |
| SEC registration | Investment adviser representative in FL, IN, TX · CRD 2894041 |
| Exams passed | Series 63 (1997) · Series 65 (2009) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.cbgfinancialplanning.com |
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Questions about Daniel
Is Daniel Garwood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and CBG & Company 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, CBG & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Garwood based?
Daniel Garwood is based in Fishers, Indiana.
What does Daniel specialize in?
Daniel's specialties include physicians & residents, retirement planning, tax planning and estate & legacy planning. Daniel works with physicians.
Is Daniel Garwood registered with the SEC?
Yes. Daniel Garwood is registered as an investment adviser representative in FL, IN and TX (CRD 2894041), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CBG & Company manage?
CBG & Company reports $270.7M across 525 accounts in assets under management.
How do I contact Daniel Garwood?
Through Daniel's website, www.cbgfinancialplanning.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
- CBG & Company 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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