# Daniel Thompson

> Daniel Thompson is a fee-only financial advisor at Zenith Wealth Advisors in Scottsdale, Arizona, who holds the CFP credential. Zenith Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Zenith Wealth Advisors
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $328.3M across 314 accounts
- **Credentials:** CFP
- **CRD:** 2656870 (https://adviserinfo.sec.gov/individual/summary/2656870)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 63 (1995), Series 65 (1999)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.zenithwealthadvisors.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Zenith Wealth 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's firm, Zenith Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Thompson based?

Daniel Thompson is based in Scottsdale, Arizona.

### What credentials does Daniel Thompson hold?

Daniel Thompson holds the CFP credential.

### Is Daniel Thompson registered with the SEC?

Yes. Daniel Thompson is registered as an investment adviser representative in AZ and TX (CRD 2656870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Zenith Wealth Advisors manage?

Zenith Wealth Advisors reports $328.3M across 314 accounts in assets under management.

### How do I contact Daniel Thompson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2656870): 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.