Daniel Harold Honsberger
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Business Services
- Tax Planning
- Health Care & Long-Term Care Planning
- Social Security & Medicare Planning
- Education Funding
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.
Other Aliases
Dan Honsberger
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
REEL FINANCIAL PLANNING | REELFP | REEL FP | REEL FINANCIAL PLANNING LLC
Contact Information
Main Address
Midlothian, VAPhone Number
(804) 292-2192# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
31AUM (Assets Under Management)
$4,799,143Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(12/18/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Harold Honsberger's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Business Services
- Tax Planning
- Health Care & Long-Term Care Planning
- Social Security & Medicare Planning
- Education Funding
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