Daniel Kopp
Wise Stewardship Financial Planning · Lakewood Ranch, Florida
Daniel Kopp is a fee-only financial advisor at Wise Stewardship Financial Planning in Lakewood Ranch, Florida, who holds the CFP and MSFP credentials. Daniel charges an ongoing planning fee (ongoing planning from $10,000 a year) and focuses on estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Wise Stewardship Financial Planning |
|---|---|
| Based in | Lakewood Ranch, Florida |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $27.4M across 164 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in FL, MA, TX · CRD 7050053 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | wisestewardshipfp.com |
| Profile |
How Daniel's firm compares
- Ongoing planning starts at $10,000 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- Wise Stewardship Financial Planning's average account is about $167,000, from its Form ADV (assets managed divided by 164 accounts).
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Questions about Daniel
Is Daniel Kopp a fee-only financial advisor?
Yes. Daniel Kopp is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.
How does Daniel charge for financial advice?
Daniel charges an ongoing planning fee.
How much does Daniel charge?
According to Wise Stewardship Financial Planning's website, checked October 28, 2026: ongoing planning from $10,000 a year.
Does Daniel work with clients virtually?
Yes. Wise Stewardship Financial Planning says on its website that it works with clients remotely.
Where is Daniel Kopp based?
Daniel Kopp is based in Lakewood Ranch, Florida.
What does Daniel specialize in?
Daniel's specialties include estate & legacy planning and tax planning.
What credentials does Daniel Kopp hold?
Daniel Kopp holds the CFP and MSFP credentials.
Is Daniel Kopp registered with the SEC?
Yes. Daniel Kopp is registered as an investment adviser representative in FL, MA and TX (CRD 7050053), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wise Stewardship Financial Planning manage?
Wise Stewardship Financial Planning reports $27.4M across 164 accounts in assets under management.
How do I contact Daniel Kopp?
Through Daniel's website, wisestewardshipfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Wise Stewardship Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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