Daniel Thomas Bader
Advisor at SFG Wealth Advisors, LLC — Tampa, FL
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.
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.
Credentials
CFA®
Experience Industry experience
9 years
Location
Tampa, FL 33606
SFG Wealth Advisors, LLC
Supported
Total advisors
4Clients per advisor
61 HighAvg AUM per client
$750,326 TypicalHNW client ratio
22% TypicalDaniel Bader is a CFA® charterholder with nine years of experience in financial advisory. He has worked at SFG Wealth Advisors, LLC since 2020 and has held analyst roles at The Strategic Financial Alliance, Inc. and Snyder Financial Group since 2015. His responsibilities include investment research, portfolio construction, and performance tracking. SFG Wealth Advisors serves individuals and families, trusts, estates, and small-business retirement plans, providing discretionary portfolio management and comprehensive financial planning. The firm’s investment approach emphasizes cash flow–based planning and diversified strategies focused on downside risk and consistent returns, supported by manager screening and returns-based style analysis.
Based on SFG Wealth Advisors, LLC
Based on SFG Wealth Advisors, LLC
Financial planning fixed fees up to $10,000 per review
$0 - under $250,000: 1.50% $250,000 - under $750,000: 1.25% $750,000 - under $1.5 million: 1.00% $1.5 million - under $3.0 million: 0.80% $3.0 million - under $5.0 million: 0.60% $5.0 million - under $10.0 million: 0.40% $10.0 million+: 0.25%
Maximum hourly rate for financial planning services is $350 per hour for IARs, $125 per hour for Support Staff
Account minimum: $250,000 Minimum fee: Retirement Plan clients subject to a minimum fee of $1,500 per year, exceptions may apply
Tampa, FL
705 West Azeele Street
Tampa FL 33606
Advisors at this office
4
Florida
9 years of industry experience
SFG Wealth Advisors, LLC
2020 - Present • 6 years
Tampa, FL
The Strategic Financial Alliance, Inc.
2016 - Present • 10 years
Atlanta, GA
Snyder Financial Group
2015 - Present • 11 years
Tampa, FL
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")