Daniel Rubio
Searcy Financial Services · Sugar City, Idaho
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.
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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 | $514.0M across 1,874 accounts |
| SEC registration | Investment adviser representative in ID, KS · CRD 8262566 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.searcyfinancial.com |
How Daniel's firm compares
- Searcy Financial Services's average account is about $274,000, from its Form ADV (assets managed divided by 1,874 accounts).
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Questions about Daniel
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.
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
- 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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