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CFP

David Elizondo

Tfp Management, LLC
25 Years of Experience
Bettendorf, IA
1 DisclosureSells Insurance
View SEC Summary
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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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 660 clients with $270M in assets under management.

Tfp Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
660 clients
Average Client Portfolio
$414K average
Assets Under Management
$273.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.15%
$500K - $1.0M0.85%
$1M+0.60%

Fees are calculated quarterly in arrears based on average daily market value and may be negotiable. Financial planning is included in these investment management fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3475 Utica Ridge Road, Bettendorf, IA, 52722

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History

Regulatory History (1)
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Customer Dispute
May 2005
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other 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
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Alphastar Capital Management, LLC
June 2017 - October 2021 · 4 yrs 4 mos
True Financial Partners
January 2010 - December 2017 · 7 yrs 11 mos
Results One Financial, LLC
October 2009 - March 2010 · 5 mos
Poterack Capital Advisory, INC.
December 2007 - November 2009 · 1 yr 11 mos
Madison Avenue Advisors, INC.
September 2006 - October 2007 · 1 yr 1 mo
Intersecurities, INC.
December 2003 - December 2005 · 2 yrs
Honkamp Krueger Financial Services INC
December 1999 - August 2004 · 4 yrs 8 mos
State Registrations2 states
IATX
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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