ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Wexford
9yrs

Daniel Johnson

Financial advisor at Eagle Strategies

Based in Wexford, Pennsylvania, Daniel Johnson is a fiduciary financial advisor with 9 years of industry experience. Daniel joined Eagle Strategies in 2021, 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 139 advisors with offices in Wexford, and one of 117 fiduciaries.

Wexford, PA 15090Fiduciary advisor

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office12300 Perry Highway Suite 305, Wexford, PA 15090
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state

Services through Eagle Strategies

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Eagle Strategies at (888) 695-3245 and ask for Daniel Johnson. Daniel works from the Wexford, PA office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2017, about 9 years. 9 years in the industry.

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?

Eagle Strategies 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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