David Cunningham is a ChFC-designated registered investment advisor at Sherpa Financial Guides, INC., based in Afton, VA, with 13 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 36 clients with $5.9M 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 $100K | 1.75% |
| $100K - $250K | 1.55% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.85% |
Fees are negotiable and SFG has the discretion to lower or waive fees.
Fee Estimator
Location
Afton, VA
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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 prepares personal tax returns and provides accounting services, dedicating a few hours per week. He also owns and operates a farm for timber and raising animals, and manages an AirBnB rental property, dedicating minimal time to each.
Employment History
Current Registrations
Sherpa Financial Guides, INC.
Previous Registrations
Ae Wealth Management, LLC
Ae Wealth Management, LLC
Corecap Advisors
Bb&t Investment Services, INC.
Berthel Fisher & Company Financial Services, INC.
State Registrations1 state
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