DO
CFP · ChFC
DO
CFP · ChFC

David Walter Odiorne

29 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,110 clients
Average Client Portfolio
$11.9M average
Assets Under Management
$13.2B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.55%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.45%
$100M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11130 Sunrise Valley Drive, Suite 200, Reston, VA, 20191

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mason Investment Advisory Services INC
January 2001 - Present · 25 yrs 1 mo
Previous Registrations
Mason Securities, INC.Broker
October 1999 - November 2025 · 26 yrs 1 mo
Northwestern Mutual Investment Services, INC.Broker
November 1994 - April 1996 · 1 yr 5 mos
Robert W. Baird & CO. IncorporatedBroker
November 1994 - April 1996 · 1 yr 5 mos
Nml Equity Services, INC.Broker
February 1989 - January 1991 · 1 yr 11 mos
State Registrations5 states
CTFLILTXVA
Advisor
Exams
No exam information available for this advisor.
David Walter Odiorne - Financial Advisor | TrueAdvisor