Daniel White
Sestante Family Office · Coronado, California
Daniel White is a fee-only financial advisor at Sestante Family Office in Coronado, California, who holds the CFP credential. Daniel focuses on family wealth transfer. Sestante Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Sestante Family Office |
|---|---|
| Based in | Coronado, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $433.9M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2950937 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sestante.com |
| Profile |
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Questions about Daniel
Is Daniel White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Sestante Family Office 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, Sestante Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel White based?
Daniel White is based in Coronado, California.
What does Daniel specialize in?
Daniel's specialties include family wealth transfer. Daniel works with ultra high net worth.
What credentials does Daniel White hold?
Daniel White holds the CFP credential.
Is Daniel White registered with the SEC?
Yes. Daniel White is registered as an investment adviser representative in CA (CRD 2950937), 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 Sestante Family Office manage?
Sestante Family Office reports $433.9M across 16 accounts in assets under management.
How do I contact Daniel White?
Through Daniel's website, www.sestante.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
- Sestante Family Office 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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