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Daniel Harold Honsberger

Daniel H. Honsberger

REEL FINANCIAL PLANNING
MIDLOTHIAN, VA
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CRD#: 7230117
Daniel Harold Honsberger

Professional summary

Daniel Harold Honsberger, CFP®, who also goes by Dan Honsberger, is a registered financial advisor currently at REEL FINANCIAL PLANNING located in Midlothian, Virginia.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Daniel has worked at 3 firms .

Biography

As a Financial Strategist, I work with our clients on a personal level to develop and implement their financial plans so that they can achieve their goals. I also provide financial strategy and investment management to some clients.  I am involved with the following charitable organizations: Habitat for Humanity's Young Professionals Organization, and M4K Richmond, among others.  Outside the office, I enjoy reading, kayaking, and fly fishing.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Income Management
Life Transitions
Estate Planning
Investment Planning
Insurance Planning
Small Business Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Health Care
Long-term Care
Employee and Employer Plan Ben...
Social Security Planning
Education Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Are you a "fiduciary"?
Yes

Aliases

Dan Honsberger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Harold Honsberger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

December 18, 2024 - Present

REEL FINANCIAL PLANNING

RIA
CRD#: 333611
MIDLOTHIAN, VA
Past

August 16, 2024 - October 2, 2024

CW ADVISORS, LLC

RIA
CRD#: 310873
Richmond, VA
Past

March 25, 2020 - August 28, 2024

AGILI, P.C.

RIA
CRD#: 107664
RICHMOND, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(12/18/2024)

Exams

Current Firm

RF
REEL FINANCIAL PLANNING
REEL FINANCIAL PLANNING | REELFP | REEL FP | REEL FINANCIAL PLANNING LLC

CRD#: 333611 / SEC#:

Virginia
Registered Investment Advisory firm - (12/18/2024 Approved)
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Contact information

Main Address
Midlothian, VA
Mailing Address
Phone number
(804) 292-2192
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REEL FINANCIAL PLANNING

CRD#: 333611Midlothian, VA

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