# Daniel Rubio

> Daniel Rubio is a fee-only financial advisor at Searcy Financial Services in Sugar City, Idaho. Searcy Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-rubio/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Searcy Financial Services
- **Based in:** Sugar City, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $514.0M across 1,874 accounts
- **CRD:** 8262566 (https://adviserinfo.sec.gov/individual/summary/8262566)
- **SEC registration:** Investment adviser representative in ID, KS
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.searcyfinancial.com

## Frequently asked questions

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

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

### Where is Daniel Rubio based?

Daniel Rubio is based in Sugar City, Idaho.

### Is Daniel Rubio registered with the SEC?

Yes. Daniel Rubio is registered as an investment adviser representative in ID and KS (CRD 8262566), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Searcy Financial Services manage?

Searcy Financial Services reports $514.0M across 1,874 accounts in assets under management.

### How do I contact Daniel Rubio?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8262566): 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

---

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