LPL Financial
47yrs
Top advisor by experience in Franklin
6yrs
Daniel Theall
Financial advisor at Strategic Advisers
Based in Franklin, Tennessee, Daniel Theall is a fiduciary financial advisor with 6 years of industry experience. Daniel has been with Strategic Advisers since 2025; before that, Daniel spent less than a year at Fidelity Personal and Workplace Advisors. 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 669 advisors with offices in Franklin, and one of 593 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office4031 Aspen Grove Dr Suite 490, Franklin, TN 37067
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 ?1 state
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Nov 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Daniel
4031 Aspen Grove Dr Suite 490Franklin, TN 37067Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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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 Theall. Daniel works from the Franklin, TN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2020, about 6 years. 6 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?
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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