Commonwealth Financial Network
47yrs
Top advisor by experience in Washington
9yrs
Daniel Bennett
Financial advisor at Columbia Advisory Partners
Daniel Bennett has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Spokane, Washington. Daniel has been with Columbia Advisory Partners since 2024; before that, Daniel spent a year at Ashton Thomas Private Wealth and four years at Assetmark. Columbia Advisory Partners offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 526 advisors with offices in Spokane, and one of 501 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 50% of advisors at Columbia Advisory Partners
Office6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$470,841
Advisors at the firm18
States licensed ?1 state
Services through Columbia Advisory Partners
Financial planningInvestment management for individuals and small businessesManaging private funds
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
- Nov 2024 – nowColumbia Advisory Partners, LLCCurrent firm
- Aug 2023 – Oct 2024Ashton Thomas Private WealthPreviously
- 2018 – 2021Assetmark, Inc.Previously
- May 2017 – Aug 2017Charles Schwab & CO., Inc.Previously
Contact Daniel
(509) 822-3850Columbia Advisory Partners main office 6501 N Cedar Road Building 4, Suite CSpokane, WA 99208Office · Get directions Facebook pageColumbia Advisory Partners
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Columbia Advisory Partners at (509) 822-3850 and ask for Daniel Bennett. Daniel works from the Spokane, WA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 9 years. More experience than 50% of advisors at Columbia Advisory Partners.
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?
Columbia Advisory Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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