Daniel Haut
Osborne Partners · San Francisco, California
Daniel Haut is a fee-only financial advisor at Osborne Partners in San Francisco, California, who holds the CFP and CFA credentials. Osborne Partners reports charging a percentage of assets and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
- Pre-retirees
Facts
| Firm | Osborne Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.65B across 2,125 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, PA, TX · CRD 4577033 |
| Exams passed | Series 66 (2003) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.osbornepartners.com |
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Questions about Daniel
Is Daniel Haut a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Osborne Partners 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, Osborne Partners, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Daniel Haut based?
Daniel Haut is based in San Francisco, California.
What credentials does Daniel Haut hold?
Daniel Haut holds the CFP and CFA credentials.
Is Daniel Haut registered with the SEC?
Yes. Daniel Haut is registered as an investment adviser representative in CA, PA and TX (CRD 4577033), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Osborne Partners manage?
Osborne Partners reports $2.65B across 2,125 accounts in assets under management.
How do I contact Daniel Haut?
Through Daniel's website, www.osbornepartners.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
- Osborne Partners 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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