Daniel Haines
Voisard Asset Management Group · Grand Rapids, Michigan
Daniel Haines is a fee-only financial advisor at Voisard Asset Management Group in Grand Rapids, Michigan, who holds the CFP and CFA credentials. Voisard Asset Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Voisard Asset Management Group |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $589.4M across 1,614 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MI · CRD 6868330 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.voisardgroup.com |
How Daniel's firm compares
- Voisard Asset Management Group's average account is about $365,000, from its Form ADV (assets managed divided by 1,614 accounts).
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Questions about Daniel
Is Daniel Haines a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Voisard Asset Management Group 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, Voisard Asset Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Haines based?
Daniel Haines is based in Grand Rapids, Michigan.
What credentials does Daniel Haines hold?
Daniel Haines holds the CFP and CFA credentials.
Is Daniel Haines registered with the SEC?
Yes. Daniel Haines is registered as an investment adviser representative in MI (CRD 6868330), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Voisard Asset Management Group manage?
Voisard Asset Management Group reports $589.4M across 1,614 accounts in assets under management.
How do I contact Daniel Haines?
Through Daniel's website, www.voisardgroup.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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