Daniel Phillips
Michels Family Financial · Fort Worth, Texas
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.
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Specialties
Facts
| Firm | Michels Family Financial |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $347.9M across 1,391 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1888151 |
| Exams passed | Series 63 (1988) · Series 66 (2007) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.michelsfamilyfinancial.com |
| Profile |
How Daniel's firm compares
- Michels Family Financial's average account is about $250,000, from its Form ADV (assets managed divided by 1,391 accounts).
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Questions about Daniel
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.
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
- Michels Family Financial 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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