David Weinbach is a CFP-designated registered investment advisor at Advisornet Wealth Partners, based in Madison, WI, with 32 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
406 Science Drive, Suite 400, Madison, WI, 53711
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Regulatory History (4)
Regulatory
June 2015Employment Separation After Allegations
November 2013Customer Dispute
January 2005Employment Separation After Allegations
March 1999Other Business Activities
David is a high school basketball official, spending 74 hours per year on this activity. He also participates in pickleball tournaments, sponsored by a paddle manufacturer, dedicating a few hours per week to this pursuit.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations3 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.