DM
CFP

Daniel Allison Mong

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
1,218 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$3.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Financial Plan Fee:$2,000 - $150,000
Hourly Rate:$150 - $750/hr

Wealth management fees are based on a percentage of assets under management, not to exceed 1.32% annually, with a $5,000 minimum annual fee. Financial planning fees range from $2,000 to $150,000 on a fixed fee basis or $150 to $750 per hour. Retirement plan consulting fees generally do not exceed 0.50% annually of assets under advisement or range from $20,000 to $100,000 annually, with a $10,000 minimum. Fees are negotiable and may be discounted for family members and associated persons.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

One West Pennsylvania Avenue, Suite 500, Towson, MD, 21204

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Daniel Allison Mong
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Greenspring Advisors, LLC
January 2018 - Present · 8 yrs
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.
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Daniel Allison Mong
Daniel Allison Mong - Financial Advisor | AdvisorDiscover