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CFP
DM
CFP

David Martin

Financial Advisors Consortium, INC.
43 Years of Experience
Pittsburgh, PA
4 Disclosures
View SEC Summary
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David Martin is a CFP-designated registered investment advisor at Financial Advisors Consortium, INC., based in Pittsburgh, PA, with 43 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 134 clients with $73M in assets under management.

Financial Advisors Consortium, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
134 clients
Average Client Portfolio
$544K average
Assets Under Management
$72.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.50% to 1.50% depending on portfolio size, composition, and services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

400 Mcknight Park Drive Suite 404, Pittsburgh, PA, 15237-2506

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2018
Final
Customer Dispute
August 2004
Settled
Regulatory
August 2004
Pending
Customer Dispute
November 2001
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is the owner and mortgage broker for Independence Lending LLC, dedicating a few hours per week to preparing residential/commercial mortgages. He also works as a realtor for Right Direction Real Estate, LLC, spending about a quarter of his time providing real estate brokerage services.

Employment History
Current Registrations
Financial Advisors Consortium, INC.
July 2006 - Present · 20 yrs 3 mos
Previous Registrations
Nfi, LLC
June 2007 - June 2023 · 16 yrs
Financial Advisors Consortium, INC.
July 2006 - December 2017 · 11 yrs 5 mos
Nfi Network, LLCBroker
June 2001 - October 2005 · 4 yrs 4 mos
Network for Financial Independence LLC
March 1998 - December 2005 · 7 yrs 9 mos
Polaris Financial Services, INC.Broker
July 1997 - October 1998 · 1 yr 3 mos
American Express Service CorporationBroker
May 1992 - December 1994 · 2 yrs 7 mos
American Express Financial Advisors INC.Broker
June 1982 - July 1997 · 15 yrs 1 mo
Ids Life Insurance CompanyBroker
June 1982 - July 1997 · 15 yrs 1 mo
Ids Financial Services INC.Broker
June 1982 - December 1986 · 4 yrs 6 mos
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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