Phillip Daniels
Brand Asset Management Group · Chesterfield, Missouri
Phillip Daniels is a fee-only financial advisor at Brand Asset Management Group in Chesterfield, Missouri, who holds the CFP credential. Brand Asset Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Brand Asset Management Group |
|---|---|
| Based in | Chesterfield, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.17B across 1,795 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MO, TX · CRD 2220724 |
| Exams passed | Series 63 (1993) · Series 65 (2004) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.brandamg.com |
How Phillip's firm compares
- Brand Asset Management Group's average account is about $654,000, from its Form ADV (assets managed divided by 1,795 accounts).
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Questions about Phillip
Is Phillip Daniels a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Brand Asset Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phillip charge for financial advice?
Phillip's firm, Brand Asset Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Phillip Daniels based?
Phillip Daniels is based in Chesterfield, Missouri.
What credentials does Phillip Daniels hold?
Phillip Daniels holds the CFP credential.
Is Phillip Daniels registered with the SEC?
Yes. Phillip Daniels is registered as an investment adviser representative in FL, MO and TX (CRD 2220724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brand Asset Management Group manage?
Brand Asset Management Group reports $1.17B across 1,795 accounts in assets under management.
How do I contact Phillip Daniels?
Through Phillip's website, www.brandamg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chesterfield
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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