David Wolf
David Wolf is a registered investment advisor at Widmann Financial Services, based in Bowie, MD, with 20 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 509 clients with $390M 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 $250K | 1.75% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Generally, your annual fee is based on an aggregate value of all managed accounts within your established household.
Fee Estimator
Location
4321 Northview Drive, Bowie, MD, 20716
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 works as a part-time actor and talent agent, dedicating minimal time to this non-investment related activity. He also sells fixed insurance products under the business name Widmann Financial, spending nearly full-time hours on this investment-related activity, and is a notary public.
Employment History
Current Registrations
Widmann Financial Services
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 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.