DH
CFP
DH
CFP
David Hainsworth
9 Years of Experience
Fairfax, VA
1 Disclosure
David Hainsworth is a CFP-designated registered investment advisor at David N. Hainsworth, C.P.A., P.C., based in Fairfax, VA, with 9 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 62 clients.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
62 clients
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3950 University Drive Suite 207, Fairfax, VA, 22030
Get directionsHistory
Regulatory History (1)
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Criminal
April 1988Final Disposition
Employment History
Current Registrations
David N. Hainsworth, C.P.A., P.C.
April 2016 - Present · 10 yrs 1 mo
State Registrations1 state
VA
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.