Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
31yrs
Daniel Berman
Financial advisor at Strategic Advisers
Daniel Berman has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Overland Park, Kansas. After four years at Fidelity Personal and Workplace Advisors and 18 years at Charles Schwab &, Daniel joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 2512 advisors with offices in Overland Park, and one of 2253 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 2% by experience at Strategic Advisers
OfficeOverland Park, KS
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2001 – 2019Charles Schwab & CO., Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Strategic Advisers at 617-563-7000 and ask for Daniel Berman. Daniel works from the Overland Park, KS office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1995, about 31 years. Top 2% by experience at Strategic Advisers.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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