David Dekoekkoek
David Dekoekkoek is a CFP-designated registered investment advisor at David De Koekkoek, CFP, Ea, based in Ontario, CA, 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 Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 145 clients with $71M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Continuing advisory clients are charged an annual account maintenance fee based on the number and size of the accounts involved. This fee covers maintenance of client account and records, maintaining cash flow as needed, required minimum distribution calculations and recommendations, and answering basic questions about accounts. Account setups, transfer of accounts, and full allocation reviews will be charged at the hourly rate.
David charges up to $300 per hour for financial planning and investment advice, depending on the complexity of your situation. Clerical costs are billed at $50 per hour. Together you and David will determine how many hours of financial counseling/advice you will need.
Location
2551 S. Euclid Ave., Ontario, CA, 91762
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 a life insurance agent, certified financial planner, and enrolled agent. He also provides property management, tax & retirement services, and sells/services annuities, dedicating most of his time to tax and retirement services.
Employment History
Current Registrations
David De Koekkoek, CFP, Ea
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.