Logan Financial Planning
47yrs
Top advisor by experience in St. Petersburg
12yrs
Daniel Bare is a fiduciary financial advisor in St. Petersburg, Florida, with 12 years in the industry. After three years at T. Rowe Price Advisory Services, Daniel joined Raymond James & Associates in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 50% of advisors in St. Petersburg
Office6392 First Avenue North, St. Petersburg, FL 33710
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowRaymond James & Associates, Inc.Current firm
- 2015 – 2018T. Rowe Price Advisory Services, Inc.Previously
Contact Daniel
Local office(727) 343-3108Ask for Daniel. (727) 567-1000Main office 6392 First Avenue NorthSt. Petersburg, FL 33710Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel’s local office at (727) 343-3108 or the Raymond James & Associates main office at (727) 567-1000, and ask for Daniel Bare.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 12 years. More experience than 50% of advisors in St. Petersburg.
What licenses does Daniel hold?
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?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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.
Other advisors nearby
LPL Financial
46yrs
Top 1% by experience in Florida
Osaic Wealth
43yrs
Top 1% by experience in Florida
Raymond James & Associates
40yrs
Top 3% by experience in St. Petersburg
Raymond James Financial Services Advisors
40yrs
Top 4% by experience in St. Petersburg
Strategic Advisers
39yrs
Top 1% by experience at Strategic Advisers