Daniel Joseph
Fortis Wealth Management · Charlotte, North Carolina
Daniel Joseph is a fee-only financial advisor at Fortis Wealth Management in Charlotte, North Carolina. Fortis Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fortis Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $79.2M across 664 accounts |
| SEC registration | Investment adviser representative in CA, FL, LA, NC, PA, TX, VA, WA · CRD 7801076 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tonywinkels.com |
| Profile |
How Daniel's firm compares
- Fortis Wealth Management's average account is about $119,000, from its Form ADV (assets managed divided by 664 accounts).
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Questions about Daniel
Is Daniel Joseph a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Fortis 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, Fortis Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Joseph based?
Daniel Joseph is based in Charlotte, North Carolina.
Is Daniel Joseph registered with the SEC?
Yes. Daniel Joseph is registered as an investment adviser representative in CA, FL, LA, NC, PA, TX, VA and WA (CRD 7801076), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortis Wealth Management manage?
Fortis Wealth Management reports $79.2M across 664 accounts in assets under management.
How do I contact Daniel Joseph?
Through Daniel's website, www.tonywinkels.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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