How does the advisor help clients – Key Takeaways:
David B. Brandolph, J.D., CFP, is a highly experienced and knowledgeable financial expert who has been providing top-notch financial guidance to clients for several years. He has a wide range of expertise and a comprehensive understanding of the financial industry, making him a valuable asset to any client seeking financial advice.
Facts and Insights
As a Certified Financial Planner (CFP) and Juris Doctor (J.D.), David Brandolph has a unique combination of legal and financial knowledge that allows him to provide well-rounded and thorough financial advice to his clients. He is also a member of several prestigious organizations, including the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
David’s main areas of expertise include retirement planning, tax planning, estate planning, and wealth management. He prides himself on staying up-to-date with the latest financial trends and regulations to ensure his clients receive the most current and beneficial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $50 million+ | 1 | 10+ |
Financial Services Offered
- Retirement planning
- Tax planning
- Estate planning
- Wealth management
- Investment management
Client Types
David works with a diverse range of clients, including individuals, families, and small business owners. He has experience in tailoring his services to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
David is a fee-only financial advisor, meaning he does not receive commissions or kickbacks for recommending specific products or services to his clients. His fees are based on a percentage of assets under management, ensuring that his interests are aligned with those of his clients.
Background
Before becoming a financial advisor, David practiced law for several years, specializing in tax and estate planning. He then made the transition into financial planning to be able to provide more comprehensive and proactive advice to his clients.
In addition to his J.D., David holds a Bachelor of Science in Business Administration from a top university.
Financial Advisor Disclosures to Know
David has a clean record and does not have any disciplinary actions or disclosures to report. He is committed to upholding the highest ethical standards and always puts his clients’ best interests first.