Daniel Lovett
Lovett Investment Consulting · Steamboat Springs, Colorado
Daniel Lovett is a fee-only financial advisor at Lovett Investment Consulting in Steamboat Springs, Colorado, who holds the CFP credential. Lovett Investment Consulting reports charging fixed fees on its Form ADV.
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Facts
| Firm | Lovett Investment Consulting |
|---|---|
| Based in | Steamboat Springs, Colorado |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $220.3M across 137 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5287186 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Daniel's firm compares
- Lovett Investment Consulting's average account is about $1.6 million, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Daniel
Is Daniel Lovett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Lovett Investment Consulting 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, Lovett Investment Consulting, reports charging fixed fees on its SEC Form ADV.
Where is Daniel Lovett based?
Daniel Lovett is based in Steamboat Springs, Colorado.
What credentials does Daniel Lovett hold?
Daniel Lovett holds the CFP credential.
Is Daniel Lovett registered with the SEC?
Yes. Daniel Lovett is registered as an investment adviser representative in CO (CRD 5287186), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lovett Investment Consulting manage?
Lovett Investment Consulting reports $220.3M across 137 accounts in assets under management.
How do I contact Daniel Lovett?
Contact details aren't on file yet. Search for Lovett Investment Consulting.
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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