Daniel Smith
Francis Financial · Saline, Michigan
Daniel Smith is a fee-only financial advisor at Francis Financial in Saline, Michigan, who holds the CFP credential. Francis Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Francis Financial |
|---|---|
| Based in | Saline, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $803.2M across 1,048 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7818597 |
| Exams passed | Series 65 (2023) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.francisfinancial.com |
How Daniel's firm compares
- Francis Financial's average account is about $766,000, from its Form ADV (assets managed divided by 1,048 accounts).
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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 Francis Financial 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, Francis Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Smith based?
Daniel Smith is based in Saline, Michigan.
What credentials does Daniel Smith hold?
Daniel Smith holds the CFP credential.
Is Daniel Smith registered with the SEC?
Yes. Daniel Smith is registered as an investment adviser representative in NY (CRD 7818597), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Francis Financial manage?
Francis Financial reports $803.2M across 1,048 accounts in assets under management.
How do I contact Daniel Smith?
Through Daniel's website, www.francisfinancial.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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