Daniel Lester
Sagebroadview Wealth Management · Farmington, Connecticut
Daniel Lester is a fee-only financial advisor at Sagebroadview Wealth Management in Farmington, Connecticut, who holds the CFP credential. Sagebroadview Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sagebroadview Wealth Management |
|---|---|
| Based in | Farmington, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $397.2M across 595 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NJ · CRD 7264333 |
| Exams passed | Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sagebroadview.com |
How Daniel's firm compares
- Sagebroadview Wealth Management's average account is about $668,000, from its Form ADV (assets managed divided by 595 accounts).
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Questions about Daniel
Is Daniel Lester a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Sagebroadview Wealth 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, Sagebroadview Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Lester based?
Daniel Lester is based in Farmington, Connecticut.
What credentials does Daniel Lester hold?
Daniel Lester holds the CFP credential.
Is Daniel Lester registered with the SEC?
Yes. Daniel Lester is registered as an investment adviser representative in CT and NJ (CRD 7264333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sagebroadview Wealth Management manage?
Sagebroadview Wealth Management reports $397.2M across 595 accounts in assets under management.
How do I contact Daniel Lester?
Through Daniel's website, www.sagebroadview.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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