Daniel Shaifer
Blbb Advisors · Montgomeryville, Pennsylvania
Daniel Shaifer is a fee-only financial advisor at Blbb Advisors in Montgomeryville, Pennsylvania, who holds the CFP credential. Blbb Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Blbb Advisors |
|---|---|
| Based in | Montgomeryville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.26B across 3,957 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 8232686 |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.blbb.com |
How Daniel's firm compares
- Blbb Advisors's average account is about $823,000, from its Form ADV (assets managed divided by 3,957 accounts).
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Questions about Daniel
Is Daniel Shaifer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Blbb 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, Blbb Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Shaifer based?
Daniel Shaifer is based in Montgomeryville, Pennsylvania.
What credentials does Daniel Shaifer hold?
Daniel Shaifer holds the CFP credential.
Is Daniel Shaifer registered with the SEC?
Yes. Daniel Shaifer is registered as an investment adviser representative in PA (CRD 8232686), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blbb Advisors manage?
Blbb Advisors reports $3.26B across 3,957 accounts in assets under management.
How do I contact Daniel Shaifer?
Through Daniel's website, www.blbb.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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