# Donald Daniels

> Donald Daniels is a fee-only financial advisor at Daniels D'Amelio Investment Management Group LLC. in Jupiter, Florida. Donald charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/donald-daniels/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Daniels D'Amelio Investment Management Group LLC.
- **Based in:** Jupiter, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $50.7M across 143 accounts
- **Specialties:** Retirement planning
- **Works with:** Founders, Executives, Retirees
- **CRD:** 6675640 (https://adviserinfo.sec.gov/individual/summary/6675640)
- **SEC registration:** Investment adviser representative in FL, ME, NH
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.ddimg.org

## Frequently asked questions

### Is Donald Daniels a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Daniels D'Amelio Investment Management Group LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald charge for financial advice?

Donald charges a percentage of assets.

### How much does Donald charge?

According to Daniels D'Amelio Investment Management Group LLC.'s website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Donald Daniels based?

Donald Daniels is based in Jupiter, Florida.

### What does Donald specialize in?

Donald's specialties include retirement planning. Donald works with founders, executives and retirees.

### Is Donald Daniels registered with the SEC?

Yes. Donald Daniels is registered as an investment adviser representative in FL, ME and NH (CRD 6675640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Daniels D'Amelio Investment Management Group LLC. manage?

Daniels D'Amelio Investment Management Group LLC. reports $50.7M across 143 accounts in assets under management.

### How do I contact Donald Daniels?

Through Donald's website, www.ddimg.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6675640): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ddimg.org/): specialties, clients served, and fees, checked October 30, 2026

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