Daniel McCaslin
Evolution Vision Wealth Management · Glenwood Springs, Colorado
Daniel McCaslin is a fee-only financial advisor at Evolution Vision Wealth Management in Glenwood Springs, Colorado, who holds the CFP credential. Evolution Vision Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Evolution Vision Wealth Management |
|---|---|
| Based in | Glenwood Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $65.4M across 223 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, TX · CRD 7440269 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.evolutionvisionwm.com |
How Daniel's firm compares
- Evolution Vision Wealth Management's average account is about $293,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about Daniel
Is Daniel McCaslin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Evolution Vision 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, Evolution Vision Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel McCaslin based?
Daniel McCaslin is based in Glenwood Springs, Colorado.
What credentials does Daniel McCaslin hold?
Daniel McCaslin holds the CFP credential.
Is Daniel McCaslin registered with the SEC?
Yes. Daniel McCaslin is registered as an investment adviser representative in AZ, CA, CO and TX (CRD 7440269), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evolution Vision Wealth Management manage?
Evolution Vision Wealth Management reports $65.4M across 223 accounts in assets under management.
How do I contact Daniel McCaslin?
Through Daniel's website, www.evolutionvisionwm.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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