Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
15yrs
Daniel Kertz
Financial advisor at Strategic Advisers
Daniel Kertz has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Palo Alto, California. Daniel has been with Strategic Advisers since 2025; before that, Daniel spent three years at Fidelity Personal and Workplace Advisors and less than a year at Allworth Financial. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
Office251 University Avenue, Palo Alto, CA 94301
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2021 – Sep 2021Allworth Financial, L.P.Previously
- Apr 2021 – Jun 2021Ameriprise Financial Services, LLCPreviously
- Nov 2019 – Feb 2020Verity Asset ManagementPreviously
- Sep 2017 – Dec 2017Edward JonesPreviously
- 2011 – 2015Capital One Advisors, LLCPreviously
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
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About Daniel
How do I contact Daniel?
Call Strategic Advisers at (617) 563-7000 and ask for Daniel Kertz. Daniel works from the Palo Alto, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
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?
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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