Daniel Goldberg
Goldberg Financial Advisors · El Segundo, California
Daniel Goldberg is a fee-only financial advisor at Goldberg Financial Advisors in El Segundo, California, who holds the CFA credential. Goldberg Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Goldberg Financial Advisors |
|---|---|
| Based in | El Segundo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $120.3M across 236 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5289617 |
| Exams passed | Series 63 (2007) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | goldbergfinancialadvisors.com |
| Profile |
How Daniel's firm compares
- Goldberg Financial Advisors's average account is about $510,000, from its Form ADV (assets managed divided by 236 accounts).
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Questions about Daniel
Is Daniel Goldberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Goldberg Financial 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, Goldberg Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Goldberg based?
Daniel Goldberg is based in El Segundo, California.
What credentials does Daniel Goldberg hold?
Daniel Goldberg holds the CFA credential.
Is Daniel Goldberg registered with the SEC?
Yes. Daniel Goldberg is registered as an investment adviser representative in CA and TX (CRD 5289617), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goldberg Financial Advisors manage?
Goldberg Financial Advisors reports $120.3M across 236 accounts in assets under management.
How do I contact Daniel Goldberg?
Through Daniel's website, goldbergfinancialadvisors.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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