Private Advisor Group
33yrs
Top advisor by experience in Little Elm
4yrs
Daniel Thomas
Financial advisor at Provision Asset
Based in Little Elm, Texas, Daniel Thomas is a fiduciary financial advisor with 4 years of industry experience. Daniel has been with Provision Asset since 2023. Provision Asset offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 20 advisors with offices in Little Elm, and one of 18 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeLittle Elm, TX
FirmProvision Asset
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$325,594
Advisors at the firm6
States licensed ?1 state
Services through Provision Asset
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
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 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowProvision Asset, LLCCurrent firm
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?
- 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 Provision Asset at (972) 987-9651 and ask for Daniel Thomas. Daniel works from the Little Elm, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Daniel hold?
Series 65. 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?
Provision Asset reports being paid by a percentage of the assets they manage, hourly fees, 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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