Daniel McCourt
Financial Planning Associates · Aptos, California
Daniel McCourt is a fee-only financial advisor at Financial Planning Associates in Aptos, California. Financial Planning Associates reports charging hourly fees on its Form ADV.
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Facts
| Firm | Financial Planning Associates |
|---|---|
| Based in | Aptos, California |
| Fee model (firm's Form ADV) | Hourly |
| SEC registration | Investment adviser representative in CA · CRD 1336258 |
| Exams passed | Series 63 (1989) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
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Questions about Daniel
Is Daniel McCourt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Financial Planning Associates 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 Planning Associates, reports charging hourly fees on its SEC Form ADV.
Where is Daniel McCourt based?
Daniel McCourt is based in Aptos, California.
Is Daniel McCourt registered with the SEC?
Yes. Daniel McCourt is registered as an investment adviser representative in CA (CRD 1336258), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How do I contact Daniel McCourt?
Contact details aren't on file yet. Search for Financial Planning Associates.
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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