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Advisor

Daniel Joyce

IRA Group · Atlanta, Georgia

Daniel Joyce is a fee-only financial advisor at IRA Group in Atlanta, Georgia. IRA Group reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmIRA Group
Based in Atlanta, Georgia
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$15.42B across 691 accounts
SEC registration Investment adviser representative in GA · CRD 262431
Exams passedSeries 63 (1994) · Series 65 (2016)
Firm size19 employees
Disclosures None reported
Websitewww.iragroup.com

How Daniel's firm compares

  • IRA Group's average account is about $22.3 million, from its Form ADV (assets managed divided by 691 accounts).

What fee-only advisors charge in Georgia

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Questions about Daniel

Is Daniel Joyce a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and IRA 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, IRA Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Daniel Joyce based?

Daniel Joyce is based in Atlanta, Georgia.

Is Daniel Joyce registered with the SEC?

Yes. Daniel Joyce is registered as an investment adviser representative in GA (CRD 262431), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does IRA Group manage?

IRA Group reports $15.42B across 691 accounts in assets under management.

How do I contact Daniel Joyce?

Through Daniel's website, www.iragroup.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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