Daniel Payne
DWP Investment Management · Austin, Texas
Daniel Payne is a fee-only financial advisor at DWP Investment Management in Austin, Texas, who holds the CFA credential. Daniel focuses on small business owners. DWP Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | DWP Investment Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $66.8M across 341 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5573698 |
| Exams passed | Series 63 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.dwpim.com |
| Profile |
How Daniel's firm compares
- DWP Investment Management's average account is about $196,000, from its Form ADV (assets managed divided by 341 accounts).
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Questions about Daniel
Is Daniel Payne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and DWP Investment Management 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, DWP Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Payne based?
Daniel Payne is based in Austin, Texas.
What does Daniel specialize in?
Daniel's specialties include small business owners.
What credentials does Daniel Payne hold?
Daniel Payne holds the CFA credential.
Is Daniel Payne registered with the SEC?
Yes. Daniel Payne is registered as an investment adviser representative in TX (CRD 5573698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DWP Investment Management manage?
DWP Investment Management reports $66.8M across 341 accounts in assets under management.
How do I contact Daniel Payne?
Through Daniel's website, www.dwpim.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
- DWP Investment Management 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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