Daniel McCurdy
McCurdy Financial Solutions · Rocklin, California
Daniel McCurdy is a fee-only financial advisor at McCurdy Financial Solutions in Rocklin, California, who holds the CFP, ChFC and CFA credentials. Daniel charges a percentage of assets, hourly fees and a one-time planning fee (1.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and real estate investors.
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Specialties
Facts
| Firm | McCurdy Financial Solutions |
|---|---|
| Based in | Rocklin, California |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $26.9M across 75 accounts |
| Credentials | CFP · ChFC · CFA |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 6361133 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mccurdyfinancialsolutions.com |
How Daniel's firm compares
- McCurdy Financial Solutions's average account is about $359,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Daniel
Is Daniel McCurdy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and McCurdy Financial Solutions 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 charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Daniel charge?
According to McCurdy Financial Solutions's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Daniel McCurdy based?
Daniel McCurdy is based in Rocklin, California.
What does Daniel specialize in?
Daniel's specialties include retirement planning, tax planning and real estate investors.
What credentials does Daniel McCurdy hold?
Daniel McCurdy holds the CFP, ChFC and CFA credentials.
Is Daniel McCurdy registered with the SEC?
Yes. Daniel McCurdy is registered as an investment adviser representative in CA, NV and TX (CRD 6361133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McCurdy Financial Solutions manage?
McCurdy Financial Solutions reports $26.9M across 75 accounts in assets under management.
How do I contact Daniel McCurdy?
Through Daniel's website, www.mccurdyfinancialsolutions.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
- McCurdy Financial Solutions website : specialties, clients served, and fees, checked October 30, 2026
- 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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