DANER WEALTH MANAGEMENT, LLC
SEC RegisteredRetirement should be Secure, Stress-Free, and Fulfilling.
About the firm
Daner Wealth Management offers trusted, independent financial planning in Alpharetta, GA, serving clients in GA and nationwide. With over 30 years guiding clients toward financial security, Marc Daner and his team deliver personalized wealth strategies built around your goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized wealth management strategies including tax-efficient investing, retirement planning, estate protection, cash flow optimization, tax minimization, and legacy planning.
Who they serve
High-income earners seeking retirement planning and wealth management, including clients in Alpharetta, GA and nationwide.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 128 | $59M |
| High Net Worth Individuals | 62 | $142M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $1,500,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Over $3,000,000 | 0.75% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DANER WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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