A complete list of active advisors currently associated with Daniel M.. Stern, LLC

Warmer can help you find a great advisor at Daniel M.. Stern, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Daniel M.. Stern, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Stern	Santa Monica, CA	23

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support