Daniel Clare, CFP® Flagstone Financial Management

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About Daniel Clare, CFP®

When I was 18 years old, I was shown how compound interest and time can impact peoples’ financial lives and, more importantly, retirement. Since then, I have thoroughly enjoyed helping people in all seasons of their financial life, whether they’re just getting started on investing, or they recently retired. Even though I just started in the profession in 2016, I’ve witnessed a lot of friends receive poor financial advice from other advisors. That has encouraged me to make sure that doesn’t happen to any peers of mine anymore. Working as a fiduciary, I provide advice in the best interest of our clients, and I am confident that the financial planning and service we provide at Flagstone are top tier.

Born and raised in Lincoln, Nebraska, I grew up alongside my family as a huge Nebraska Cornhusker fan. As a season ticket holder, I really enjoy attending Nebraska basketball and football games. I have been a sports fanatic my whole life and continue to primarily play golf, basketball, and tennis. I love cocktail hours, great food, and better company. I get all of those at once when I visit both sets of grandparents during Sunday night dinners. They’re always the highlight of my weekend and a great start to the week!

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Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $191.23+/mo
  • Flat Fee: $2500+/engagement
  • Assets Under Management: 1.25%

SEC Records

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