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David Mayfield

Strategic Financial Concepts, LLC
32 Years of Experience
Fredericksburg, TX
View SEC Summary
View SEC Summary

David Mayfield is a registered investment advisor at Strategic Financial Concepts, LLC, based in Fredericksburg, TX, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 3,824 clients with $930M in assets under management.

Strategic Financial Concepts, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
3,824 clients
Average Client Portfolio
$243K average
Assets Under Management
$927.7M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1M+1.50%

Fees are negotiable based on individual client circumstances and the scope of the relationship. LPL sponsored advisory program fees have separate maximums up to 2.50% or 3.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 W Main Street, Fredericksburg, TX, 78624

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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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Other Business Activities

David operates under the DBA Mayfield Stevens for his LPL business, dedicating about a quarter of his time to it. He also works part-time at Lady Bird Johnson Golf Course, spending about 10-20% of his time there.

Employment History
Current Registrations
Strategic Financial Concepts, LLC
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - March 2020 · 2 yrs 4 mos
LPL Financial LLC
November 2017 - March 2020 · 2 yrs 4 mos
Investment Centers of America, INC.
February 2006 - December 2017 · 11 yrs 10 mos
Investment Centers of America, INC.Broker
August 2004 - November 2017 · 13 yrs 3 mos
CUNA Brokerage Services, INC.Broker
September 1994 - August 2004 · 9 yrs 11 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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