# Daniel Yerger

> Daniel Yerger is a fee-only financial advisor at MY Wealth Planners in Longmont, Colorado, who holds the AIF, CFP and ChFC credentials. Daniel charges an ongoing planning fee and a percentage of assets (ongoing planning from $6,000 a year and 1% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and divorce financial planning.

Page: https://find.wellspent.co/advisors/daniel-yerger/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** MY Wealth Planners
- **Based in:** Longmont, Colorado
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $99.0M across 442 accounts
- **Credentials:** AIF, CFP, ChFC, MBA, PhD
- **Specialties:** Tax planning, Estate & legacy planning, Divorce financial planning, Small business owners, Real estate investors, Equity compensation
- **Works with:** Divorced individuals
- **CRD:** 6473980 (https://adviserinfo.sec.gov/individual/summary/6473980)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://mywealthplanners.com

## Frequently asked questions

### Is Daniel Yerger a fee-only financial advisor?

Yes. Daniel Yerger is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.

### How does Daniel charge for financial advice?

Daniel charges an ongoing planning fee and a percentage of assets.

### How much does Daniel charge?

According to MY Wealth Planners's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed.

### Where is Daniel Yerger based?

Daniel Yerger is based in Longmont, Colorado.

### What does Daniel specialize in?

Daniel's specialties include tax planning, estate & legacy planning, divorce financial planning, small business owners, real estate investors and equity compensation. Daniel works with divorced individuals.

### What credentials does Daniel Yerger hold?

Daniel Yerger holds the AIF, CFP, ChFC, MBA and PhD credentials.

### Is Daniel Yerger registered with the SEC?

Yes. Daniel Yerger is registered as an investment adviser representative in CO and TX (CRD 6473980), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does MY Wealth Planners manage?

MY Wealth Planners reports $99.0M across 442 accounts in assets under management.

### How do I contact Daniel Yerger?

Through Daniel's website, mywealthplanners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45717): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mywealthplanners.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.