Daniel Yerger
MY Wealth Planners · Longmont, Colorado
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.
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Specialties
Who they serve
- Divorced individuals
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 | $99.0M across 442 accounts |
| Credentials | AIF · CFP · ChFC · MBA · PhD |
| SEC registration | Investment adviser representative in CO, TX · CRD 6473980 |
| Exams passed | Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mywealthplanners.com |
| Profile |
How Daniel's firm compares
- Ongoing planning starts at $6,000 a year, in line with the Colorado median of $6,000 for fee-only firms that publish prices.
- MY Wealth Planners's average account is about $224,000, from its Form ADV (assets managed divided by 442 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- MY Wealth Planners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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