Daniel Klein
Lockshield Partners · Glasgow, Kentucky
Daniel Klein is a fee-only financial advisor at Lockshield Partners in Glasgow, Kentucky. Daniel charges a percentage of assets and an ongoing planning fee (1.1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Lockshield Partners |
|---|---|
| Based in | Glasgow, Kentucky |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.1% a year on the first tier of assets managed |
| Assets under management | $290.6M across 1,717 accounts |
| SEC registration | Investment adviser representative in KY · CRD 3213917 |
| Exams passed | Series 63 (1999) · Series 65 (2011) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.lockshieldpartners.com |
How Daniel's firm compares
- Lockshield Partners's average account is about $169,000, from its Form ADV (assets managed divided by 1,717 accounts).
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Questions about Daniel
Is Daniel Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Lockshield 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 charges a percentage of assets and an ongoing planning fee.
How much does Daniel charge?
According to Lockshield Partners's website, checked October 30, 2026: 1.1% a year on the first tier of assets managed.
Where is Daniel Klein based?
Daniel Klein is based in Glasgow, Kentucky.
What does Daniel specialize in?
Daniel's specialties include retirement planning, estate & legacy planning and tax planning.
Is Daniel Klein registered with the SEC?
Yes. Daniel Klein is registered as an investment adviser representative in KY (CRD 3213917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lockshield Partners manage?
Lockshield Partners reports $290.6M across 1,717 accounts in assets under management.
How do I contact Daniel Klein?
Through Daniel's website, www.lockshieldpartners.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
- Lockshield 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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