David Elizondo
David Elizondo is a CFP-designated registered investment advisor at Tfp Management, LLC, based in Bettendorf, IA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 573 clients with $220M 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 | 1.15% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.60% |
Fee may be negotiable.
Fee Estimator
Location
3475 Utica Ridge Road, Bettendorf, IA, 52722
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business ActivitiesSells Insurance
David is a partner in Metro Valley Partners, LLC, and owns a commercial investment property, dedicating minimal time to this. He also sells fixed annuities, life insurance, and long-term care insurance through an FMO, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Tfp Management, LLC
Previous Registrations
Alphastar Capital Management, LLC
True Financial Partners
Results One Financial, LLC
Poterack Capital Advisory, INC.
Madison Avenue Advisors, INC.
Intersecurities, INC.
Honkamp Krueger Financial Services INC
State Registrations2 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.