Daniel Mason
First Mason Financial · Medina, Ohio
Daniel Mason is a fee-only financial advisor at First Mason Financial in Medina, Ohio. First Mason Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | First Mason Financial |
|---|---|
| Based in | Medina, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $185.7M across 1,068 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 4430474 |
| Exams passed | Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fmf365.com |
How Daniel's firm compares
- First Mason Financial's average account is about $174,000, from its Form ADV (assets managed divided by 1,068 accounts).
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Questions about Daniel
Is Daniel Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and First Mason Financial 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, First Mason Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Mason based?
Daniel Mason is based in Medina, Ohio.
Is Daniel Mason registered with the SEC?
Yes. Daniel Mason is registered as an investment adviser representative in OH and TX (CRD 4430474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does First Mason Financial manage?
First Mason Financial reports $185.7M across 1,068 accounts in assets under management.
How do I contact Daniel Mason?
Through Daniel's website, www.fmf365.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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