Nicholas Daniel
Daniel Investment Group · Royal Oak, Michigan
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.
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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 | $210.1M across 437 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 2269749 |
| Exams passed | Series 63 (1992) · Series 65 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.danielinvestment.com |
How Nicholas's firm compares
- Daniel Investment Group's average account is about $481,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about Nicholas
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.
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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