Daniel Klemkosky
Wallington Asset Management · Indianapolis, Indiana
Daniel Klemkosky is a fee-only financial advisor at Wallington Asset Management in Indianapolis, Indiana, who holds the CFP and CFA credentials. Wallington Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wallington Asset Management |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.32B across 930 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, IN · CRD 6546765 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.wallington.com |
How Daniel's firm compares
- Wallington Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 930 accounts).
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Questions about Daniel
Is Daniel Klemkosky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Wallington Asset 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, Wallington Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Klemkosky based?
Daniel Klemkosky is based in Indianapolis, Indiana.
What credentials does Daniel Klemkosky hold?
Daniel Klemkosky holds the CFP and CFA credentials.
Is Daniel Klemkosky registered with the SEC?
Yes. Daniel Klemkosky is registered as an investment adviser representative in FL and IN (CRD 6546765), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wallington Asset Management manage?
Wallington Asset Management reports $1.32B across 930 accounts in assets under management.
How do I contact Daniel Klemkosky?
Through Daniel's website, www.wallington.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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