Daniel Whitt
Pandowealth. · Peachtree City, Georgia
Daniel Whitt is a fee-only financial advisor at Pandowealth. in Peachtree City, Georgia. Pandowealth. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pandowealth. |
|---|---|
| Based in | Peachtree City, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $500.3M across 2,060 accounts |
| SEC registration | Investment adviser representative in GA, NC · CRD 7472693 |
| Exams passed | Series 65 (2021) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.cfa401k.com |
How Daniel's firm compares
- Pandowealth.'s average account is about $243,000, from its Form ADV (assets managed divided by 2,060 accounts).
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Questions about Daniel
Is Daniel Whitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Pandowealth. 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, Pandowealth., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Whitt based?
Daniel Whitt is based in Peachtree City, Georgia.
Is Daniel Whitt registered with the SEC?
Yes. Daniel Whitt is registered as an investment adviser representative in GA and NC (CRD 7472693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pandowealth. manage?
Pandowealth. reports $500.3M across 2,060 accounts in assets under management.
How do I contact Daniel Whitt?
Through Daniel's website, www.cfa401k.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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