Independent Financial Planning

Independent Financial Planning (CRD# 173917) is a financial advisory firm headquartered in Reston, VA. They manage $5,091,583 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $108,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Independent Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Daniel E. Morgan
CRD#: 5190434
11710 Plaza America Drive, Reston, VA 20190
103
Wealthminder
score

Daniel Morgan founded Independent Financial Planning, LLC in January, 2015. He specializes in identifying solutions to address the unique goals and challenges facing investors. He uses comprehensive financial planning techniques for solutions to retirement, college, withdrawal, and philanthropic planning.

Prior to opening his own firm, Daniel was a financial advisor and financial planner with Reston Wealth Management. He began his career in financial management with Smith Barney as a part of the Commonwealth Group where he specialized in portfolio design and implementation.

Daniel received his degree from the University of Virginia in 2004, and in 2014, earned the CERTIFIED FINANCIAL PLANNER™ designation. A CERTIFIED FINANCIAL PLANNER™ professional is an individual who has a demonstrated level of financial planning technical knowledge, experience in the field and holds to a fiduciary standard.

Daniel also sits on the board of Embrace Loudoun, a 501c3 non-profit organization that focuses on community development in Loudoun County, Virginia and the surrounds by creating caring connections that change the lives of under-resourced people in the community.

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