Daniel Stuckey
Geometric Advisors · Merion Station, Pennsylvania
Daniel Stuckey is a fee-only financial advisor at Geometric Advisors in Merion Station, Pennsylvania. Daniel charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Geometric Advisors |
|---|---|
| Based in | Merion Station, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Assets under management | $1.33B across 2,081 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 8109265 |
| Exams passed | Series 65 (2025) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.geometricadvisors.com |
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Questions about Daniel
Is Daniel Stuckey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Geometric 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 charges a percentage of assets.
How much does Daniel charge?
According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Does Daniel work with clients virtually?
Yes. Geometric Advisors says on its website that it works with clients remotely.
Where is Daniel Stuckey based?
Daniel Stuckey is based in Merion Station, Pennsylvania.
What does Daniel specialize in?
Daniel's specialties include tax planning and estate & legacy planning. Daniel works with executives and high earners.
Is Daniel Stuckey registered with the SEC?
Yes. Daniel Stuckey is registered as an investment adviser representative in PA and TX (CRD 8109265), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Geometric Advisors manage?
Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.
How do I contact Daniel Stuckey?
Through Daniel's website, www.geometricadvisors.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
- Geometric Advisors 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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