Danielle Seurkamp
Well Spent Wealth Planning · Loveland, Ohio
Danielle Seurkamp is a fee-only financial advisor at Well Spent Wealth Planning in Loveland, Ohio, who holds the CFP credential. Well Spent Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Well Spent Wealth Planning |
|---|---|
| Based in | Loveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $40.5M across 241 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5869012 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wellspentplanning.com |
| Profile |
How Danielle's firm compares
- Well Spent Wealth Planning's average account is about $168,000, from its Form ADV (assets managed divided by 241 accounts).
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Questions about Danielle
Is Danielle Seurkamp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danielle holds no broker registration, and Well Spent Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Danielle charge for financial advice?
Danielle's firm, Well Spent Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Danielle Seurkamp based?
Danielle Seurkamp is based in Loveland, Ohio.
What credentials does Danielle Seurkamp hold?
Danielle Seurkamp holds the CFP credential.
Is Danielle Seurkamp registered with the SEC?
Yes. Danielle Seurkamp is registered as an investment adviser representative in OH and TX (CRD 5869012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Well Spent Wealth Planning manage?
Well Spent Wealth Planning reports $40.5M across 241 accounts in assets under management.
How do I contact Danielle Seurkamp?
Through Danielle's website, wellspentplanning.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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