Daniel Vise
FG Wealth Management · Tulsa, Oklahoma
Daniel Vise is a fee-only financial advisor at FG Wealth Management in Tulsa, Oklahoma. FG Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | FG Wealth Management |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $14.4M across 46 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 3140821 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Daniel's firm compares
- FG Wealth Management's average account is about $313,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Daniel
Is Daniel Vise a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and FG Wealth Management 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, FG Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Vise based?
Daniel Vise is based in Tulsa, Oklahoma.
Is Daniel Vise registered with the SEC?
Yes. Daniel Vise is registered as an investment adviser representative in OK and TX (CRD 3140821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does FG Wealth Management manage?
FG Wealth Management reports $14.4M across 46 accounts in assets under management.
How do I contact Daniel Vise?
Contact details aren't on file yet. Search for FG Wealth Management.
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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