Kristiana
Daniels
Summit Wealth Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kristiana Daniels is a certified financial planner operating out of Naples, Florida who has 7 years of relevant experience. Daniels currently works for Summit Wealth Partners, LLC. Over the course of their career, they have held roles at Taylor University, Mvp Sports Club, Summit Wealth Partners, Inc and Summit Wealth Partners, LLC. Daniels has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in California, Florida and Michigan. Summit Wealth Partners, LLC is an advisory firm operating out of Orlando, FL. It has offices in five locations and a total of 20 employees. It manages $566 million in assets between its 2,090 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,090 accounts, just 14% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types charged by Summit Wealth Partners, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Summit Wealth Partners, LLC Brokerage Details
$565,716,969
20
2,090
$270,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Kristiana Daniels Work History
Kristiana has been registered as a financial advisor for 7 years.*
Summit Wealth Partners, LLC
Summit Wealth Partners, Inc
Mvp Sports Club
Taylor University
Taylor University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kristiana Daniels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Wealth Partners, LLC
Naples, FL
Fort Myers, FL
Naples, FL
Orlando, FL
Naples, FL
Naples, FL
Orlando, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
