Daniel Schutte
Schutte Financial · Denver, Colorado
Daniel Schutte is a fee-only financial advisor at Schutte Financial in Denver, Colorado. Daniel charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $1,080 a year and one-time plans from $2,900).
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Facts
| Firm | Schutte Financial |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $1,080 a year · One-time plans from $2,900 · $290 an hour · 1% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $18.9M across 64 accounts |
| SEC registration | Investment adviser representative in CO · CRD 6596281 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | schuttefinancial.com |
| Profile |
How Daniel's firm compares
- Ongoing planning starts at $1,080 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,900, above the Colorado median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $290, in line with the Colorado median of $290 for fee-only firms that publish prices.
- Schutte Financial's average account is about $295,000, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Daniel
Is Daniel Schutte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Schutte 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 charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Daniel charge?
According to Schutte Financial's website, checked October 30, 2026: ongoing planning from $1,080 a year; one-time plans from $2,900; $290 an hour; 1% a year on the first tier of assets managed; no asset minimum.
Where is Daniel Schutte based?
Daniel Schutte is based in Denver, Colorado.
Is Daniel Schutte registered with the SEC?
Yes. Daniel Schutte is registered as an investment adviser representative in CO (CRD 6596281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schutte Financial manage?
Schutte Financial reports $18.9M across 64 accounts in assets under management.
How do I contact Daniel Schutte?
Through Daniel's website, schuttefinancial.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
- Schutte 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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