David Weber
David Weber is a registered investment advisor at Uniplan Financial Investments INC., based in Dallas, TX, with 17 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, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Uniplan Financial Investments does not directly manage investments. Instead, they connect clients with third-party money managers. Uniplan receives a portion of the fees you pay to these managers as a referral fee. You will not pay any additional fees to the third-party manager because of this arrangement. Here are the maximum annual fees charged by Flexible Plan Investments, one of the third-party managers Uniplan uses:
All Accounts except Flexible Fee Schedule and Group Retirement Plan Accounts
- Up to $500,000: 2.00%
- $500,001 - $999,999: 1.50%
- $1,000,000 and up: 1.00%
Flexible Fee Schedule Accounts
- Up to $500,000: 2.60%
- $500,001 - $999,999: 2.35%
- $1,000,000 and up: 2.10%
Group Retirement Plan Accounts – The Flex Plan and Strategic Advantage 401k
- All sizes: 1.75%
Location
14901 Quorum Drive, Suite 465, Dallas, TX, 75254
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 is the owner/president of Uniplan Financial Services, Inc., involved in sales and service of various insurance products and annuities, dedicating nearly full-time hours to it. He also serves as treasurer for the Dallas Association of Health Underwriters, spending a few hours per week.
Employment History
Current Registrations
Uniplan Financial Investments INC.
Previous Registrations
Ameritas Investment CORP
Madison Avenue Securities, INC.
Uniplan Financial Investments INC.
On Investment Management CO
USA Wealth Management LLC
State Registrations1 state
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.