David Meucci is a CFP-designated registered investment advisor at Phase Change Wealth Management LLC, based in Sebastopol, CA, with 29 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 119 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees are negotiable and dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.
Fee Estimator
Location
Sebastopol, CA
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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 →Employment History
Current Registrations
Phase Change Wealth Management LLC
Previous Registrations
The Social Equity Group, INC.
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Protected Investors of AmericaBroker
Hornor, Townsend & Kent, INC.Broker
Fortis Investors, INC.Broker
State Registrations1 state
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