Daniel Jennings
Gross & Hartman Investments · Leola, Pennsylvania
Daniel Jennings is a fee-only financial advisor at Gross & Hartman Investments in Leola, Pennsylvania, who holds the CFA credential. Daniel charges hourly fees ($150 an hour) and focuses on retirement planning.
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Specialties
Facts
| Firm | Gross & Hartman Investments |
|---|---|
| Based in | Leola, Pennsylvania |
| Fee model | Hourly |
| Fees (firm's website) | $150 an hour |
| Assets under management | $576.0M across 463 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 6671591 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.gross-investments.com |
| Profile |
How Daniel's firm compares
- The hourly rate is $150, below the Pennsylvania median of $250 for fee-only firms that publish prices.
- Gross & Hartman Investments's average account is about $1.2 million, from its Form ADV (assets managed divided by 463 accounts).
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Questions about Daniel
Is Daniel Jennings a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Gross & Hartman Investments 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 charges hourly fees.
How much does Daniel charge?
According to Gross & Hartman Investments's website, checked October 30, 2026: $150 an hour.
Where is Daniel Jennings based?
Daniel Jennings is based in Leola, Pennsylvania.
What does Daniel specialize in?
Daniel's specialties include retirement planning.
What credentials does Daniel Jennings hold?
Daniel Jennings holds the CFA credential.
Is Daniel Jennings registered with the SEC?
Yes. Daniel Jennings is registered as an investment adviser representative in PA (CRD 6671591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gross & Hartman Investments manage?
Gross & Hartman Investments reports $576.0M across 463 accounts in assets under management.
How do I contact Daniel Jennings?
Through Daniel's website, www.gross-investments.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
- Gross & Hartman Investments 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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