Daniel Smith
FreeMind Financial Advisory · Shirley, New York
Daniel Smith is a fee-only financial advisor at FreeMind Financial Advisory in Shirley, New York. Daniel focuses on retirement planning, estate & legacy planning and tax planning. FreeMind Financial Advisory reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | FreeMind Financial Advisory |
|---|---|
| Based in | Shirley, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $7.0M across 32 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7145448 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.freemindfinancial.com |
| Profile |
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Questions about Daniel
Is Daniel Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and FreeMind Financial Advisory 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, FreeMind Financial Advisory, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Smith based?
Daniel Smith is based in Shirley, New York.
What does Daniel specialize in?
Daniel's specialties include retirement planning, estate & legacy planning, tax planning and student loans. Daniel works with retirees, pre-retirees and early-career professionals.
Is Daniel Smith registered with the SEC?
Yes. Daniel Smith is registered as an investment adviser representative in NY (CRD 7145448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FreeMind Financial Advisory manage?
FreeMind Financial Advisory reports $7.0M across 32 accounts in assets under management.
How do I contact Daniel Smith?
Through Daniel's website, www.freemindfinancial.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
- FreeMind Financial Advisory 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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