David Woolpert is a registered investment advisor at Altus Investment Group, based in Concord, NH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan: The fee range is usually from $500 to $2,500 and fees are negotiable.
- Follow-on implementation work: Billed separately at the rate of $200 per hour.
- Hourly planning services: $200 per hour for limited scope engagements.
- Financial consulting services: Provided for an annual fixed fee, negotiated on a case-by-case basis depending on the scope and complexity of services desired by the client.
Location
104 North State Street, Concord, NH, 03301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a teacher at Concord Community Music School since 1996, dedicating minimal time. He is also associated with Altus Investment Group and Altus Financial Group LLC for investment-related activities.
Employment History
Current Registrations
Altus Investment Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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