David Hooban is a registered investment advisor at Creative Planning, based in Pompano Beach, FL, with 30 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Pompano Beach, FL
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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 →Employment History
Current Registrations
Creative Planning
Previous Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Mmc Securities CORP.Broker
Nylife Securities LLCBroker
Mutual of Omaha Investor Services, INC.Broker
Citistreet Equities LLCBroker
Prudential Investment Management Services LLCBroker
Prudential Investment Management Services LLCBroker
Pruco Securities CorporationBroker
Prudential Mutual Fund Distributors, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations2 states
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