Daniel Smith
Advisor at Abacus Wealth Partners
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.
Advisor at Abacus Wealth Partners
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
Thornton, CO
Credentials
CFP®, Series 66
Industry experience
5 years
Daniel Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2022. He previously held roles at The Vanguard Group and AttainX, among other positions. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a wide range of clients, including individuals, families, trusts, and charitable organizations. The firm follows a passive-oriented investment approach using institutional funds and applies ESG screening when requested, while also sponsoring a private fund focused on impact investing.
Based on Abacus Wealth Partners
Based on Abacus Wealth Partners
Agreed-upon flat fee applicable for certain consulting services such as real estate-related investments; fees billed according to hourly rates and policies.
$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $15,000,000: 0.50% annually $15,000,001+: 0.25% annually
Minimum fee: Minimum annual fee of $1,000 for investment management services; minimum annual financial planning fee of $5,000 for clients with management fees less than $10,000. Fee-only: Financial planning fees generally $5,000 annually for clients not meeting minimum management fee threshold or for stand-alone planning engagements.
Thornton, CO
California · Colorado · Texas
Abacus Wealth Partners
2022 - Present (4 years)
The Vanguard Group, Inc.
2019 - 2022 (3 years)
AttainX
2019 - 2019 (1 year)
Randstad
2018 - 2018 (1 year)
Rhino Sports & Entertainment Services
2016 - 2018 (2 years)
Virginia Tech Dining Services
2016 - 2016 (1 year)
Virginia Tech
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
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.
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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