Daniel Venable
B.I.G. Investment Services · Dover, Delaware
Daniel Venable is a fee-only financial advisor at B.I.G. Investment Services in Dover, Delaware. Daniel focuses on retirement planning, estate & legacy planning and tax planning. B.I.G. Investment Services reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | B.I.G. Investment Services |
|---|---|
| Based in | Dover, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $425.4M across 1,612 accounts |
| SEC registration | Investment adviser representative in DE · CRD 7944296 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | abigplan.com |
How Daniel's firm compares
- B.I.G. Investment Services's average account is about $264,000, from its Form ADV (assets managed divided by 1,612 accounts).
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Questions about Daniel
Is Daniel Venable a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and B.I.G. Investment Services 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, B.I.G. Investment Services, reports charging a percentage of assets on its SEC Form ADV.
Does Daniel work with clients virtually?
Yes. B.I.G. Investment Services says on its website that it works with clients remotely.
Where is Daniel Venable based?
Daniel Venable is based in Dover, Delaware.
What does Daniel specialize in?
Daniel's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Daniel works with retirees and pre-retirees.
Is Daniel Venable registered with the SEC?
Yes. Daniel Venable is registered as an investment adviser representative in DE (CRD 7944296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B.I.G. Investment Services manage?
B.I.G. Investment Services reports $425.4M across 1,612 accounts in assets under management.
How do I contact Daniel Venable?
Through Daniel's website, abigplan.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
- B.I.G. Investment Services 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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