Troy Daum
Wealth Analytics · Poway, California
Troy Daum is a fee-only financial advisor at Wealth Analytics in Poway, California, who holds the CFP credential. Troy focuses on retirement planning, tax planning and estate & legacy planning. Wealth Analytics reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | Wealth Analytics |
|---|---|
| Based in | Poway, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $750,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $316.0M across 494 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1287128 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wealthanalytics.com |
| Profile |
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Questions about Troy
Is Troy Daum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and Wealth Analytics reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Troy charge for financial advice?
Troy's firm, Wealth Analytics, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Troy charge?
According to Wealth Analytics's website, checked October 30, 2026: a $750,000 asset minimum.
Where is Troy Daum based?
Troy Daum is based in Poway, California.
What does Troy specialize in?
Troy's specialties include retirement planning, tax planning and estate & legacy planning. Troy works with retirees, pre-retirees and tech employees.
What credentials does Troy Daum hold?
Troy Daum holds the CFP credential.
Is Troy Daum registered with the SEC?
Yes. Troy Daum is registered as an investment adviser representative in CA and TX (CRD 1287128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Analytics manage?
Wealth Analytics reports $316.0M across 494 accounts in assets under management.
How do I contact Troy Daum?
Through Troy's website, wealthanalytics.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
- Wealth Analytics website : specialties, clients served, and fees, checked October 30, 2026
- 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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