Danielle Woods
Propel Financial Advisors · Chicago, Illinois
Danielle Woods is a fee-only financial advisor at Propel Financial Advisors in Chicago, Illinois. Propel Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Propel Financial Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $53.1M across 339 accounts |
| SEC registration | Investment adviser representative in IL, LA, NY, TN · CRD 4573090 |
| Exams passed | Series 65 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | connectingthedollars.podbean.com |
| Profile |
How Danielle's firm compares
- Propel Financial Advisors's average account is about $157,000, from its Form ADV (assets managed divided by 339 accounts).
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Questions about Danielle
Is Danielle Woods a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danielle holds no broker registration, and Propel Financial Advisors 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, Propel Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Danielle Woods based?
Danielle Woods is based in Chicago, Illinois.
Is Danielle Woods registered with the SEC?
Yes. Danielle Woods is registered as an investment adviser representative in IL, LA, NY and TN (CRD 4573090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Propel Financial Advisors manage?
Propel Financial Advisors reports $53.1M across 339 accounts in assets under management.
How do I contact Danielle Woods?
Through Danielle's website, connectingthedollars.podbean.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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