Daniel Peters
Prism Planning Partners · Libertyville, Illinois
Daniel Peters is a fee-only financial advisor at Prism Planning Partners in Libertyville, Illinois, who holds the CFP credential. Daniel charges a one-time planning fee (one-time plans from $5,000) and focuses on physicians & residents, student loans and tax planning.
Request an introduction to Daniel →
Specialties
Who they serve
- Founders
- Physicians
- Pre-retirees
Facts
| Firm | Prism Planning Partners |
|---|---|
| Based in | Libertyville, Illinois |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $241.5M across 482 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5224241 |
| Exams passed | Series 66 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | prismplanningpartners.com |
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
Is Daniel Peters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Prism Planning Partners 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 one-time planning fee.
How much does Daniel charge?
According to Prism Planning Partners's website, checked October 30, 2026: one-time plans from $5,000.
Does Daniel work with clients virtually?
Yes. Prism Planning Partners says on its website that it works with clients remotely.
Where is Daniel Peters based?
Daniel Peters is based in Libertyville, Illinois.
What does Daniel specialize in?
Daniel's specialties include physicians & residents, student loans, tax planning, retirement planning and small business owners. Daniel works with founders, physicians and pre-retirees.
What credentials does Daniel Peters hold?
Daniel Peters holds the CFP credential.
Is Daniel Peters registered with the SEC?
Yes. Daniel Peters is registered as an investment adviser representative in IL (CRD 5224241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prism Planning Partners manage?
Prism Planning Partners reports $241.5M across 482 accounts in assets under management.
How do I contact Daniel Peters?
Through Daniel's website, prismplanningpartners.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
- Prism Planning Partners 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.
See something wrong? Request a correction. Read our methodology.