Randall Daniel
Center for Wealth Management Advisory · Adairsville, Georgia
Randall Daniel is a fee-only financial advisor at Center for Wealth Management Advisory in Adairsville, Georgia. Center for Wealth Management Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Center for Wealth Management Advisory |
|---|---|
| Based in | Adairsville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $227.8M across 1,356 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 4871639 |
| Exams passed | Series 66 (2004) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.centerforwealthmanagement.com |
| Profile |
How Randall's firm compares
- Center for Wealth Management Advisory's average account is about $168,000, from its Form ADV (assets managed divided by 1,356 accounts).
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Questions about Randall
Is Randall Daniel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randall holds no broker registration, and Center for Wealth Management Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Randall charge for financial advice?
Randall's firm, Center for Wealth Management Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Randall Daniel based?
Randall Daniel is based in Adairsville, Georgia.
Is Randall Daniel registered with the SEC?
Yes. Randall Daniel is registered as an investment adviser representative in FL and GA (CRD 4871639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Center for Wealth Management Advisory manage?
Center for Wealth Management Advisory reports $227.8M across 1,356 accounts in assets under management.
How do I contact Randall Daniel?
Through Randall's website, www.centerforwealthmanagement.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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