Daniel Thompson
Zenith Wealth Advisors · Scottsdale, Arizona
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.
Request an introduction to Daniel →
Facts
| Firm | Zenith Wealth Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $328.3M across 314 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 2656870 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.zenithwealthadvisors.com |
| Profile |
How Daniel's firm compares
- Zenith Wealth Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 314 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
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.
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.
See something wrong? Request a correction. Read our methodology.