David Wilhite
David Wilhite is a CFP, ChFC-designated registered investment advisor at Advanced Financial Solutions, INC., based in Boise, ID, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 185 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1M+ | 0.80% |
Fees on accounts over $3 million may be negotiable. Maximum annual fee that may be charged to any client account is 3%.
Fee Estimator
Location
4700 N Cloverdale Rd, Suite 101, Boise, ID, 83713
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the President/Owner, Investment Advisor, and Certified Financial Planner at Advanced Financial Solutions, Inc., dedicating most of his time to financial planning and fee-based money management. He also works as an independent insurance agent selling fixed life and health insurance, including equity indexed annuities and life, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Advanced Financial Solutions, INC.
State Registrations1 state
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.