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CFP
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CFP

David Bucholtz

&partners
31 Years of Experience
Willoughby Hills, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Bucholtz is a CFP-designated registered investment advisor at &partners, based in Willoughby Hills, OH, with 31 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.

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

Location

2786 S.O.M. Center Road, Suite 200, Willoughby Hills, OH, 44094

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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 ActivitiesSells Insurance

David sells fixed insurance, dedicating minimal time to it. He is also the President and Owner of Bucholtz Consulting, LLC, spending nearly all of his time there, and provides tax preparation services, dedicating minimal time to it.

Employment History
Current Registrations
&partners
September 2026 - Present · 1 mo
&partnersBroker
September 2026 - Present · 1 mo
Previous Registrations
Financial Planning Resources, INC.
August 2019 - January 2023 · 3 yrs 5 mos
Commonwealth Financial Network
June 2003 - September 2026 · 23 yrs 3 mos
Commonwealth Financial NetworkBroker
June 2003 - September 2026 · 23 yrs 3 mos
Linsco/private Ledger CORP.
May 2003 - July 2003 · 2 mos
Linsco/private Ledger CORP.Broker
May 2003 - July 2003 · 2 mos
A. G. Edwards & Sons, INC.
May 2001 - May 2003 · 2 yrs
A. G. Edwards & Sons, INC.Broker
June 2000 - May 2003 · 2 yrs 11 mos
Advantage Capital CorporationBroker
December 1997 - June 2000 · 2 yrs 6 mos
Transamerica Financial Resources, INC.Broker
April 1995 - December 1997 · 2 yrs 8 mos
State Registrations25 states
AKALARAZCACODCFLGAILINKYMAMDMIMNMTNCNYOHPASCTNTXVA
AdvisorBrokerBoth

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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