Daniel McCaffrey
Financial Insights Wealth Management · Tacoma, Washington
Daniel McCaffrey is a fee-only financial advisor at Financial Insights Wealth Management in Tacoma, Washington. Financial Insights Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Financial Insights Wealth Management |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $746.7M across 768 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6629486 |
| Exams passed | Series 65 (2016) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | financialinsights.com |
How Daniel's firm compares
- Financial Insights Wealth Management's average account is about $972,000, from its Form ADV (assets managed divided by 768 accounts).
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Questions about Daniel
Is Daniel McCaffrey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Financial Insights 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, Financial Insights Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel McCaffrey based?
Daniel McCaffrey is based in Tacoma, Washington.
Is Daniel McCaffrey registered with the SEC?
Yes. Daniel McCaffrey is registered as an investment adviser representative in WA (CRD 6629486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Insights Wealth Management manage?
Financial Insights Wealth Management reports $746.7M across 768 accounts in assets under management.
How do I contact Daniel McCaffrey?
Through Daniel's website, financialinsights.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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