# Nicholas Daniel

> Nicholas Daniel is a fee-only financial advisor at Daniel Investment Group in Royal Oak, Michigan, who holds the CFP credential. Daniel Investment Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nicholas-daniel-2269749/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Daniel Investment Group
- **Based in:** Royal Oak, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $210.1M across 437 accounts
- **Credentials:** CFP
- **CRD:** 2269749 (https://adviserinfo.sec.gov/individual/summary/2269749)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (1992), Series 65 (1994)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.danielinvestment.com/

## Frequently asked questions

### Is Nicholas Daniel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Daniel Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nicholas charge for financial advice?

Nicholas's firm, Daniel Investment Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nicholas Daniel based?

Nicholas Daniel is based in Royal Oak, Michigan.

### What credentials does Nicholas Daniel hold?

Nicholas Daniel holds the CFP credential.

### Is Nicholas Daniel registered with the SEC?

Yes. Nicholas Daniel is registered as an investment adviser representative in MI and TX (CRD 2269749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Daniel Investment Group manage?

Daniel Investment Group reports $210.1M across 437 accounts in assets under management.

### How do I contact Nicholas Daniel?

Through Nicholas's website, www.danielinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2269749): 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

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