Daniel Milks
Fiduciary Organization · Greenville, South Carolina
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.
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Facts
| Firm | Fiduciary Organization |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.8M across 161 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC, UT · CRD 6435280 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | fiduciaryorg.com |
| Profile |
How Daniel's firm compares
- Fiduciary Organization's average account is about $92,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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