# Daniel Shen

> Daniel Shen is a fee-only financial advisor at Paul R. Ried Financial Group in Bellevue, Washington. Paul R. Ried Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-shen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Paul R. Ried Financial Group
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.27B across 2,516 accounts
- **CRD:** 8189689 (https://adviserinfo.sec.gov/individual/summary/8189689)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.paulried.com/

## Frequently asked questions

### Is Daniel Shen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Paul R. Ried Financial Group 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, Paul R. Ried Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Daniel Shen based?

Daniel Shen is based in Bellevue, Washington.

### Is Daniel Shen registered with the SEC?

Yes. Daniel Shen is registered as an investment adviser representative in WA (CRD 8189689), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paul R. Ried Financial Group manage?

Paul R. Ried Financial Group reports $1.27B across 2,516 accounts in assets under management.

### How do I contact Daniel Shen?

Through Daniel's website, www.paulried.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8189689): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.