David Mcillwain
David Mcillwain is a registered investment advisor at Kpp Advisory Services LLC, based in Hendersonville, TN, with 28 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 3 more. Their firm serves 3,405 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KPP Advisory Services offers investment management as part of their Wealth Management Services or as a standalone Investment Management Service. The fees are negotiable, with a maximum of 2.50% of the value of your portfolio per year. The exact fee depends on the services provided and the complexity of your situation. Fees are calculated and charged quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
174 Saundersville Rd. Ste 502, Hendersonville, TN, 37075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David operates his LPL business through AMF Financial Group and AMF & ROI Financial, and provides investment advisory services through KPP Advisory Services LLC, dedicating nearly full-time hours to the latter. He also co-owns CD Properties, a real estate rental business, and is a member of ARNOLD, MCILLWAIN, FERGUSON, LLC for tax/investment purposes.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Stanley Dw INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations17 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.