Daniel Gill
Greene Wealth Management · Seattle, Washington
Daniel Gill is a fee-only financial advisor at Greene Wealth Management in Seattle, Washington. Greene Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Greene Wealth Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.41B across 1,783 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7164106 |
| Exams passed | Series 63 (2018) · Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.greenewealthmgmt.com |
How Daniel's firm compares
- Greene Wealth Management's average account is about $790,000, from its Form ADV (assets managed divided by 1,783 accounts).
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Questions about Daniel
Is Daniel Gill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Greene Wealth Management 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, Greene Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Gill based?
Daniel Gill is based in Seattle, Washington.
Is Daniel Gill registered with the SEC?
Yes. Daniel Gill is registered as an investment adviser representative in WA (CRD 7164106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greene Wealth Management manage?
Greene Wealth Management reports $1.41B across 1,783 accounts in assets under management.
How do I contact Daniel Gill?
Through Daniel's website, www.greenewealthmgmt.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
- 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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