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David Croney

Advanced Financial Analysis, LLC
18 Years of Experience
Fleming Island, FL
3 Disclosures
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David Croney is a registered investment advisor at Advanced Financial Analysis, LLC, based in Fleming Island, FL, with 18 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 11 clients with $5.3M in assets under management.

Advanced Financial Analysis, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$484K average
Assets Under Management
$5.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.10%
$500K - $2.0M0.85%
$2M+0.60%

Fees may be negotiable, and accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Fleming Island, FL

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History

Regulatory History (3)
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.
Judgment / Lien
December 2013
Judgment / Lien
March 2012
Judgment / Lien
February 2012
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Advanced Financial Analysis, LLC
April 2026 - Present · 6 mos
Previous Registrations
Advanced Financial Analysis, LLC
November 2012 - December 2025 · 13 yrs 1 mo
Advanced Financial Analysis, LLC
November 2012 - December 2013 · 1 yr 1 mo
Global Investment Advisors, LLC
August 2011 - October 2012 · 1 yr 2 mos
Key Financial Group of Jacksonville, INC.
July 2009 - August 2011 · 2 yrs 1 mo
Camarda Financial Advisors,inc.
October 2007 - January 2009 · 1 yr 3 mos
State Registrations1 state
FL
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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