Daniel M.. Stern, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides hourly, fee-only financial planning and as‑needed investment advice to individuals and trusts, covering topics such as cash flow, retirement, tax, estate and college planning as well as asset allocation and specific investment selection. Engagements are project-based and terminate upon delivery of the plan or recommendations; ongoing or automatic reviews are not provided and clients must re‑engage for periodic checkups.
The adviser follows a fundamental, long‑term buy‑and‑hold philosophy and typically recommends passive, low‑cost index funds and ETFs with an emphasis on asset allocation and periodic (approximately annual) rebalancing. The firm does not provide ongoing portfolio management or discretionary custody of client assets and charges clients on a fee‑only hourly basis rather than using percentage‑of‑assets fees, a combination that is less common among independent advisers.
Noteworthy operational details include membership in the Garrett Planning Network and a stated business activity in writing, illustrating and publishing, in addition to advisory work, and the brochure discloses a recent change in professional credentials in 2026. The firm also maintains no brokerage affiliations, does not receive referral or soft‑dollar compensation, and asks clients to choose or authorize custodians, with proxies and voting rights remaining the client’s responsibility.
Client services
Expertise
Fee options
Fixed fees may be charged based on hourly rate multiplied by approximate number of hours anticipated
$350 per hour, billed in six-minute increments
Fee-only: $350 per hour, billed in six-minute increments; fixed fees based on hourly rate multiplied by estimated hours
Main office
Santa Monica CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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