David Brounley
David Brounley is a CFP, ChFC-designated registered investment advisor at Valley Wealth Strategies, LLC, based in Arlington, TX, with 41 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,055 clients with $1.4B 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for amounts over $1,500,000.
Fee Estimator
Location
2225 E. Randol Mill Road, Suite 520, Arlington, TX, 76011
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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 Activities
David provides investment advisory services through Valley Wealth Strategies LLC, dedicating nearly full-time hours to this activity. He also operates under Zuk Financial Group as a DBA for his LPL business and owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
Valley Wealth Strategies, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merit Financial Advisors
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLC
Gitterman & Associates Wealth Management, LLC
Triad Advisors, INC.Broker
Ing Financial Advisers, LLC
Financial Network Investment CorporationBroker
Ing Financial Advisers, LLCBroker
Aetna Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations23 states
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.