Daniel Frankel, CFP®, CFA® WealthCollab, LLC

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About Daniel Frankel, CFP®, CFA®

WealthCollab was created to help analytically minded business owners and technology professionals achieve and maintain financial independence.

As a boutique firm, we take a uniquely personal and transparent approach to understanding and advising on your fundamental financial priorities. While making smart investment decisions is critical to success, a focus on other areas of your finances like taxes, budgeting, insurance needs, retirement contributions, savings targets and business/real estate interests can be just as important.

For this reason, our focus is to provide a comprehensive framework for aligning ALL your financial decisions with your objectives.

Unlike traditional firms, WealthCollab charges a fixed fee rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money.

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Ideal Clients

  • Business Owners
  • Entrepreneurs
  • Gen X
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly Fee: $625+/mo

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