# Daniel Kaster

> Daniel Kaster is a fee-only financial advisor at Mentor Capital Management in Chicago, Illinois. Daniel focuses on small business owners. Mentor Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-kaster/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mentor Capital Management
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $226.4M across 1,248 accounts
- **Specialties:** Small business owners
- **CRD:** 7789900 (https://adviserinfo.sec.gov/individual/summary/7789900)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.mentoradvisers.com

## Frequently asked questions

### Is Daniel Kaster a fee-only financial advisor?

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

### Where is Daniel Kaster based?

Daniel Kaster is based in Chicago, Illinois.

### What does Daniel specialize in?

Daniel's specialties include small business owners.

### Is Daniel Kaster registered with the SEC?

Yes. Daniel Kaster is registered as an investment adviser representative in IL and TX (CRD 7789900), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mentor Capital Management manage?

Mentor Capital Management reports $226.4M across 1,248 accounts in assets under management.

### How do I contact Daniel Kaster?

Through Daniel's website, www.mentoradvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7789900): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mentoradvisers.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.