Advisor at Thurston Springer Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Richmond, VA 23221
Credentials
Series 63, Series 66
Industry experience
11 years
Daniel Caparrelli is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Wells Fargo Clearing and Thurston Springer Financial. He also operates a business under the name HNS Advisors. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients meeting a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, offering discrete planning engagements supported by proprietary research and tools.
Based on Thurston Springer Advisors
Based on Thurston Springer Advisors
One-time fixed fees for limited-scope ERISA engagements ($1,500-$10,000) and flat annual fees ($5,000-$25,000) for fiduciary services
$0 - $1,000,000: 0.10% to 1.00% $1,000,000 - $5,000,000: 0.10% to 0.70% $5,000,000 - $10,000,000: 0.10% to 0.50% $10,000,000 - $25,000,000: 0.01% to 0.25%
Advisors may receive commissions for insurance product sales through affiliated broker-dealer
Hourly consulting fees may be charged for additional services; amounts not specifically stated
Account minimum: $25,000 Minimum fee: Minimum dollar fees range from $500 to $5,000 depending on asset level Fee-only: One-time fees from $1,500 to $10,000; flat annual fees from $5,000 to $25,000; asset-based fees 0.10% to 0.50% for ERISA fiduciary services
4211 Dover Road 2nd Floor
Richmond, VA 23221
Virginia
Thurston Springer Financial
2025 - Present (1 year)
Wells Fargo Advisors
2021 - 2025 (4 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
Wells Fargo Advisors, LLc
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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