Daniel Wolfson
Walter Keenan Wealth Management · South Bend, Indiana
Daniel Wolfson is a fee-only financial advisor at Walter Keenan Wealth Management in South Bend, Indiana. Walter Keenan Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Walter Keenan Wealth Management |
|---|---|
| Based in | South Bend, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $983.3M across 479 accounts |
| SEC registration | Investment adviser representative in IN · CRD 6189062 |
| Exams passed | Series 65 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.walterandkeenan.com |
| Profile |
How Daniel's firm compares
- Walter Keenan Wealth Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 479 accounts).
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Questions about Daniel
Is Daniel Wolfson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Walter Keenan 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, Walter Keenan Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Wolfson based?
Daniel Wolfson is based in South Bend, Indiana.
Is Daniel Wolfson registered with the SEC?
Yes. Daniel Wolfson is registered as an investment adviser representative in IN (CRD 6189062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walter Keenan Wealth Management manage?
Walter Keenan Wealth Management reports $983.3M across 479 accounts in assets under management.
How do I contact Daniel Wolfson?
Through Daniel's website, www.walterandkeenan.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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