David Holland
David Holland is a CFP, ChFC, PFS-designated registered investment advisor at Holland Advisory Services, INC., based in Ormond Beach, FL, with 23 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 527 clients with $310M 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 | 2.00% |
Annual fee ranges between 0.5% and 2.0% and is negotiable based on portfolio size, complexity, and potential growth.
Fee Estimator
Location
700 West Granada Blvd, Ormond Beach, FL, 32174
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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 solicits insurance products through Holland Insurance Services, Inc. and provides tax and accounting services through Holland, Tacinelli, CPAs, P.A. He also hosts a public television program, manages a cattle farm, and is a licensed real estate agent, taking about half of his time.
Employment History
Current Registrations
Holland Advisory Services, INC.
Previous Registrations
Invest Financial Corporation
CPA Financial Advisers, INC.
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.
Exams
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