Daniel Seltzer
Arrow Wealth Advisors · Lynchburg, Virginia
Daniel Seltzer is a fee-only financial advisor at Arrow Wealth Advisors in Lynchburg, Virginia, who holds the CFP credential. Daniel focuses on estate & legacy planning. Arrow Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Arrow Wealth Advisors |
|---|---|
| Based in | Lynchburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $121.2M across 516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 5962042 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.arrowwealthadvisors.com |
| Profile |
How Daniel's firm compares
- Arrow Wealth Advisors's average account is about $235,000, from its Form ADV (assets managed divided by 516 accounts).
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Questions about Daniel
Is Daniel Seltzer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Arrow Wealth Advisors 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, Arrow Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Seltzer based?
Daniel Seltzer is based in Lynchburg, Virginia.
What does Daniel specialize in?
Daniel's specialties include estate & legacy planning.
What credentials does Daniel Seltzer hold?
Daniel Seltzer holds the CFP credential.
Is Daniel Seltzer registered with the SEC?
Yes. Daniel Seltzer is registered as an investment adviser representative in TX and VA (CRD 5962042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Arrow Wealth Advisors manage?
Arrow Wealth Advisors reports $121.2M across 516 accounts in assets under management.
How do I contact Daniel Seltzer?
Through Daniel's website, www.arrowwealthadvisors.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
- Arrow Wealth Advisors 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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