# Daniel McHugh

> Daniel McHugh is a fee-only financial advisor at Ballast Financial Advisors in West Chester, Pennsylvania, who holds the CFP credential. Ballast Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-mchugh/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ballast Financial Advisors
- **Based in:** West Chester, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $342.6M across 1,573 accounts
- **Credentials:** CFP
- **CRD:** 2578755 (https://adviserinfo.sec.gov/individual/summary/2578755)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1995), Series 66 (2003)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.anchorcap.net/

## Frequently asked questions

### Is Daniel McHugh a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Ballast Financial Advisors 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, Ballast Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel McHugh based?

Daniel McHugh is based in West Chester, Pennsylvania.

### What credentials does Daniel McHugh hold?

Daniel McHugh holds the CFP credential.

### Is Daniel McHugh registered with the SEC?

Yes. Daniel McHugh is registered as an investment adviser representative in PA (CRD 2578755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ballast Financial Advisors manage?

Ballast Financial Advisors reports $342.6M across 1,573 accounts in assets under management.

### How do I contact Daniel McHugh?

Through Daniel's website, www.anchorcap.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2578755): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.