# Daniel Phillips

> Daniel Phillips is a fee-only financial advisor at Michels Family Financial in Fort Worth, Texas, who holds the CFP credential. Daniel focuses on retirement planning, estate & legacy planning and tax planning. Michels Family Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-phillips/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Michels Family Financial
- **Based in:** Fort Worth, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $347.9M across 1,391 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Founders (pre-exit), Family wealth transfer
- **CRD:** 1888151 (https://adviserinfo.sec.gov/individual/summary/1888151)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1988), Series 66 (2007)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.michelsfamilyfinancial.com

## Frequently asked questions

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

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

### Where is Daniel Phillips based?

Daniel Phillips is based in Fort Worth, Texas.

### What does Daniel specialize in?

Daniel's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, founders (pre-exit) and family wealth transfer.

### What credentials does Daniel Phillips hold?

Daniel Phillips holds the CFP credential.

### Is Daniel Phillips registered with the SEC?

Yes. Daniel Phillips is registered as an investment adviser representative in TX (CRD 1888151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Michels Family Financial manage?

Michels Family Financial reports $347.9M across 1,391 accounts in assets under management.

### How do I contact Daniel Phillips?

Through Daniel's website, www.michelsfamilyfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1888151): 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
- The firm's website (https://michelsfamilyfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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