UBS Financial Services
44yrs
Top advisor by experience in Greenville
40yrs
Devon Daniels is a fiduciary financial advisor in Greenville, Delaware, with 40 years in the industry. Devon joined Creative Planning in 2023, after six years at Daniels + Tansey, L.L.P. and four years at Cambridge Investment Research. Devon holds the ChFC designation.
One of 124 advisors with offices in Greenville, and one of 117 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top 1% by experience at Creative Planning
Office4001 Kennett Pike, Suite 216, Greenville, DE 19807
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCreative PlanningCurrent firm
- 2018 – 2023Daniels + Tansey, L.L.P.Previously
- 2004 – 2017Daniels + Tansey, L.L.P.Previously
- 2000 – 2004Cambridge Investment Research, Inc.Previously
Contact Devon
4001 Kennett Pike, Suite 216Greenville, DE 19807Office · Get directions Firm main line(866) 909-5148Headquarters: Creative Planning · Overland Park, KS X (Twitter) pageCreative Planning
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Devon
How do I contact Devon?
Call Creative Planning at (866) 909-5148 and ask for Devon Daniels. Devon works from the Greenville, DE office.
How long has Devon been a financial advisor?
Devon has been in the industry since 1987, about 40 years. Top 1% by experience at Creative Planning.
What licenses does Devon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devon 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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