David Flanders
David Flanders is a registered investment advisor at Momentum Wealth Planning, based in Estero, FL, with 35 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 127 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual advisory fee ranges up to 1.0%. Momentum and the client may choose to negotiate an annual advisory fee that varies from this range.
Fee Estimator
Location
Estero, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2002Customer Dispute
November 1997Other Business Activities
David owns a single-family real estate property since 2021. He also dedicates minimal time to Modern Corinth Ministries, a Christian ministry, since 2018.
Employment History
Current Registrations
Momentum Wealth Planning
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
First Union Securities, INC.Broker
First Albany CorporationBroker
Olde Discount CorporationBroker
Network 1 Financial Securities INC.Broker
Taw Securities, INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations2 states
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.