David Budnik is a registered investment advisor at Carlyle Wealth Planning, based in Atlanta, GA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 20 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — fees are based on the complexity of your individual situation and outlined in your written agreement. The total fee is divided into three equal payments: one-third upon signing the agreement, one-third upon completion of the first draft, and one-third upon completion of the final draft.
- Hourly consultation — available for specific questions, with rates and terms specified in your written agreement.
Location
Five Concourse Parkway, Suite 3000, Atlanta, GA, 30328
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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 →Other Business Activities
David is a CPA and prepares tax returns. This activity takes about 10-20% of his time, including during trading hours.
Employment History
Current Registrations
Carlyle Wealth Planning
Previous Registrations
Vsr Advisory Services
Sanders Morris Harris INC.
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.
Exams
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