Daniel Shainberg
Heritage Wealth Management · San Diego, California
Daniel Shainberg is a fee-only financial advisor at Heritage Wealth Management in San Diego, California. Daniel focuses on retirement planning, founders (pre-exit) and tax planning. Heritage Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Heritage Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $643.4M across 226 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4688321 |
| Exams passed | Series 65 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | heritagewealthusa.com |
How Daniel's firm compares
- Heritage Wealth Management's average account is about $2.8 million, from its Form ADV (assets managed divided by 226 accounts).
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Questions about Daniel
Is Daniel Shainberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Heritage Wealth Management 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, Heritage Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Daniel Shainberg based?
Daniel Shainberg is based in San Diego, California.
What does Daniel specialize in?
Daniel's specialties include retirement planning, founders (pre-exit), tax planning and estate & legacy planning.
Is Daniel Shainberg registered with the SEC?
Yes. Daniel Shainberg is registered as an investment adviser representative in CA (CRD 4688321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Wealth Management manage?
Heritage Wealth Management reports $643.4M across 226 accounts in assets under management.
How do I contact Daniel Shainberg?
Through Daniel's website, heritagewealthusa.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
- Heritage Wealth Management 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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