# Daniel Milks

> Daniel Milks is a fee-only financial advisor at Fiduciary Organization in Greenville, South Carolina, who holds the CFP credential. Fiduciary Organization reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-milks/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Fiduciary Organization
- **Based in:** Greenville, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $14.8M across 161 accounts
- **Credentials:** CFP
- **CRD:** 6435280 (https://adviserinfo.sec.gov/individual/summary/6435280)
- **SEC registration:** Investment adviser representative in NC, SC, UT
- **Exams passed:** Series 66 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://fiduciaryorg.com

## Frequently asked questions

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

Yes. Daniel Milks is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.

### How does Daniel charge for financial advice?

Daniel's firm, Fiduciary Organization, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Milks based?

Daniel Milks is based in Greenville, South Carolina.

### What credentials does Daniel Milks hold?

Daniel Milks holds the CFP credential.

### Is Daniel Milks registered with the SEC?

Yes. Daniel Milks is registered as an investment adviser representative in NC, SC and UT (CRD 6435280), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Fiduciary Organization manage?

Fiduciary Organization reports $14.8M across 161 accounts in assets under management.

### How do I contact Daniel Milks?

Through Daniel's website, fiduciaryorg.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/daniel-milks-10665): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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