UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
11yrs
Evan McDaniel
Financial advisor at Eastlake Planning
Evan McDaniel is a fiduciary financial advisor in Dallas, Texas, with 11 years in the industry. After nine years at MML Investors Services, Evan joined Eastlake Planning in 2024, a firm offering financial planning and investment management. Evan holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeDallas, TX
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$377,705
States licensed ?1 state
Services through Eastlake Planning
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEastlake Planning LLCCurrent firm
- 2015 – 2024MML Investors Services, LLCPreviously
Questions to ask Evan
Tailored to Evan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Evan
How do I contact Evan?
Call Eastlake Planning at 214-549-6136 and ask for Evan McDaniel. Evan works from the Dallas, TX office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Evan hold?
Series 66. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
Eastlake Planning reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Evan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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