Daniel Webster
Orchestral Financial Group · Amherst, New York
Daniel Webster is a fee-only financial advisor at Orchestral Financial Group in Amherst, New York. Orchestral Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Orchestral Financial Group |
|---|---|
| Based in | Amherst, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.1M across 161 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7424991 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.orchestralfinancial.com |
How Daniel's firm compares
- Orchestral Financial Group's average account is about $88,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Daniel
Is Daniel Webster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Orchestral Financial Group 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, Orchestral Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Webster based?
Daniel Webster is based in Amherst, New York.
Is Daniel Webster registered with the SEC?
Yes. Daniel Webster is registered as an investment adviser representative in NY (CRD 7424991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Orchestral Financial Group manage?
Orchestral Financial Group reports $14.1M across 161 accounts in assets under management.
How do I contact Daniel Webster?
Through Daniel's website, www.orchestralfinancial.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.
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