Daner Wealth Management, LLC
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About
Daner Wealth Management provides investment advisory and financial planning services to individuals and high net worth individuals through managed accounts, available on both a discretionary and non-discretionary basis. The firm tailors advice to client objectives and risk tolerances, offers written investment strategies and financial planning consulting, and explicitly includes the ability to write covered options as part of its advisory services.
The firm describes a flexible investment approach that may incorporate asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies, with ongoing suitability reviews and quarterly account oversight. DWM acts as sponsor for wrap fee programs (clients in such programs receive a separate Wrap Fee Brochure), and uses institutional custody and execution relationships through Trade-PMR/First Clearing while permitting directed brokerage by clients.
Noteworthy distinctions include a relatively large asset base for a two-advisor firm and explicit disclosures that representatives are licensed insurance agents (with commissionable business up to the firm’s disclosed time limit) and that certain service providers employ artificial intelligence and machine learning, with attendant due diligence procedures. The brochure also documents one-time financial plan delivery and the firm’s option to provide further client education and workshops, in addition to standard advisory reporting and review practices.
Client services
Expertise
Fee options
$1,500 to $15,000 per project, fixed fees for financial planning services
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001+: 0.75%
Account minimum: $250,000
Main office
11475 Great Oaks Way, Suite 340
Alpharetta GA 30022
Advisors at this office
2
Most active in
Florida · Georgia · Louisiana · North Carolina · South Carolina · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marc D
CFP®, ChFC®, Series 63, Series 65
Alpharetta, GA
Daner Wealth Management, LLC
Marc Daner is a CFP® and ChFC® with 37 years of industry experience. He is the principal advisor at Daner Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Daner is also a licensed independent insurance agent. Daner Wealth Management provides investment advisory and financial planning services primarily to individuals and high net worth clients, offering tailored strategies that include covered options and a flexible approach combining asset allocation, technical analysis, and ongoing account reviews.
Kellie B
Series 66
Alpharetta, GA
Daner Wealth Management, LLC
Kellie Borror is a financial advisor at Daner Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and SunTrust Advisory Services. Kellie is also a licensed insurance agent involved in the sale of various insurance products. Daner Wealth Management serves individual and high-net-worth clients, managing approximately $176 million across about 181 accounts. The firm offers tailored portfolio management, financial planning, and consulting services, including discretionary and non-discretionary accounts and option strategies such as writing covered calls.
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