# Evan Daniels

> Evan Daniels is a fee-only financial advisor at Nexus One Financial Advisors in Plano, Texas. Evan focuses on retirement planning, tax planning and estate & legacy planning. Nexus One Financial Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Nexus One Financial Advisors
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $552M across 1,661 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 8227713 (https://adviserinfo.sec.gov/individual/summary/8227713)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://nxfa.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Nexus One Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Evan charge for financial advice?

Evan's firm, Nexus One Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Evan Daniels based?

Evan Daniels is based in Plano, Texas.

### What does Evan specialize in?

Evan's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Evan Daniels registered with the SEC?

Yes. Evan Daniels is registered as an investment adviser representative in TX (CRD 8227713), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nexus One Financial Advisors manage?

Nexus One Financial Advisors reports $552M across 1,661 accounts in assets under management.

### How do I contact Evan Daniels?

Through Evan's website, nxfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8227713): 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.nxfa.com/): 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.