Daniel Zibinskas
Harbor Advisory · Portsmouth, New Hampshire
Daniel Zibinskas is a fee-only financial advisor at Harbor Advisory in Portsmouth, New Hampshire, who holds the CFA credential. Daniel focuses on estate & legacy planning and retirement planning. Harbor Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Harbor Advisory |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $480.9M across 395 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NH, TX · CRD 2283495 |
| Exams passed | Series 63 (1992) · Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.harboradvisory.com |
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Questions about Daniel
Is Daniel Zibinskas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Harbor Advisory 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, Harbor Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Zibinskas based?
Daniel Zibinskas is based in Portsmouth, New Hampshire.
What does Daniel specialize in?
Daniel's specialties include estate & legacy planning and retirement planning. Daniel works with ultra high net worth.
What credentials does Daniel Zibinskas hold?
Daniel Zibinskas holds the CFA credential.
Is Daniel Zibinskas registered with the SEC?
Yes. Daniel Zibinskas is registered as an investment adviser representative in NH and TX (CRD 2283495), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harbor Advisory manage?
Harbor Advisory reports $480.9M across 395 accounts in assets under management.
How do I contact Daniel Zibinskas?
Through Daniel's website, www.harboradvisory.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
- Harbor Advisory 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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