Jim
David
David Wealth Management, LLC
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About this Advisor
Jim David is the co-founder of David Wealth Management, a fee-only financial advisor firm located in Fairfax, Virginia. David has 19 years of experience. In addition to a Series 65 license, he holds certified public accountant (CPA) and retirement planning specialist (RPS) designations. His service offerings include retirement planning, estate planning and investment planning. His firm also emphasizes tax planning as essential to successful financial planning. David says that his firm helps its clients to simplify their financial goals, decisions and plans so they feel confident in their futures. He is currently registered to serve clients in the state of Virginia, and he specializes in serving executives, business owners and retirees. He requires investable assets of $250,000 for an account minimum. David charges his clients an hourly fee for standalone financial planning services. Investment advisory clients, who receive both financial planning and investment management services, are charged a fee based on a percentage of assets under management. His firm receives no compensation or commission from any product it recommends, nor does it represent any product or company. David says his firm offers globally diversified, low-cost and tax-efficient portfolios that emphasize evidence over emotions. He strives to teach his clients how to invest more confidently, based on clearly defined investment principles and in a way that reflects their personal goals and risk tolerance. The most common mistake that David sees investors make is not having an appropriate asset allocation that's consistent with their personal goals, time horizon and risk tolerance. David believes that asset allocation accounts for over 90% of a portfolio's performance. Broadly speaking, his investment principles include an emphasis on diversification and an avoidance of trying to outguess or time the market. He communicates with his clients via email at least quarterly and by phone a couple times a year. He tries to meet with each of his clients in person once a year.
Certifications and Registrations
Services Offered
Fee Structure
Fiduciary
Office Location
Phone Number
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Advisor Certifications and Licenses
Series 65
Certified Public Accountant (CPA)
Retirement Planning Specialist (RPS)
Investment Advisory Services
- Retirement Planning
- Estate Planning
- Investment Planning
Jim David Work History
David Wealth Management, LLC
Brown Advisory
FBR Capital Markets
Disclosures
Please visit the SEC profile of Jim David to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
