Daniel Yerger, CFP®, MBA MY Wealth Planners™

About Daniel Yerger, CFP®, MBA, ChFC®, AIF®, CDFA®

MY Wealth Planners is the First & Only Fee-Only Financial Planning firm in Longmont, CO. MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses attract and retain top talent through executive compensation planning.

An Army Veteran, Daniel brings his passion for financial planning and the power it has to improve the lives of his clients to the table in the form of significant financial planning experience, the highest number of financial professional designations of any financial planner in Longmont, and a deep love of the Longmont community.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Executives
  • Business Planning
  • Coronavirus Relief
  • Established Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • AUM: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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