Robert McDaniel
Lighthouse Financial Services · Brea, California
Robert McDaniel is a fee-only financial advisor at Lighthouse Financial Services in Brea, California. Lighthouse Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lighthouse Financial Services |
|---|---|
| Based in | Brea, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $472.5M across 461 accounts |
| SEC registration | Investment adviser representative in CA, NE, TX · CRD 3028236 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | itunes.apple.com/us/podcast/lfs-build-your-wealth/id1447313006?mt=2 |
How Robert's firm compares
- Lighthouse Financial Services's average account is about $1.0 million, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Robert
Is Robert McDaniel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Lighthouse Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Lighthouse Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert McDaniel based?
Robert McDaniel is based in Brea, California.
Is Robert McDaniel registered with the SEC?
Yes. Robert McDaniel is registered as an investment adviser representative in CA, NE and TX (CRD 3028236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lighthouse Financial Services manage?
Lighthouse Financial Services reports $472.5M across 461 accounts in assets under management.
How do I contact Robert McDaniel?
Through Robert's website, itunes.apple.com/us/podcast/lfs-build-your-wealth/id1447313006?mt=2.
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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