Tracey Daniel
Cravens Brothers Private Wealth Management · Dallas, Texas
Tracey Daniel is a fee-only financial advisor at Cravens Brothers Private Wealth Management in Dallas, Texas. Cravens Brothers Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cravens Brothers Private Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $139.3M across 135 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6867410 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cravensbrothers.com |
How Tracey's firm compares
- Cravens Brothers Private Wealth Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 135 accounts).
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Questions about Tracey
Is Tracey Daniel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracey holds no broker registration, and Cravens Brothers Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracey charge for financial advice?
Tracey's firm, Cravens Brothers Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tracey Daniel based?
Tracey Daniel is based in Dallas, Texas.
Is Tracey Daniel registered with the SEC?
Yes. Tracey Daniel is registered as an investment adviser representative in TX (CRD 6867410), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cravens Brothers Private Wealth Management manage?
Cravens Brothers Private Wealth Management reports $139.3M across 135 accounts in assets under management.
How do I contact Tracey Daniel?
Through Tracey's website, www.cravensbrothers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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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