David
Childs
Spartan Planning Group
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About this Advisor
David Childs is a financial advisor based in Greensboro, North Carolina, working with Spartan Planning Group. David has previously held positions at Spartan Planning & Wealth Management and The Oechsli Institute. David is registered to provide services in Georgia and North Carolina. Currently, David is part of Spartan Planning Group, which operates out of Greensboro, North Carolina. The firm has 5 employees and manages assets totaling $279.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Spartan Planning Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spartan Planning Group Brokerage Details
$279,661,224
5
892
$313,522
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Childs Work History
Spartan Planning & Wealth Management
The Oechsli Institute
Disclosures
Please visit the SEC profile of David Childs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spartan Planning Group
Greensboro, NC
Greensboro, NC
Hendersonville, NC
Greensboro, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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