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David Mcillwain

Kpp Advisory Services LLC
29 Years of Experience
Hendersonville, TN
Broker
View SEC Summary
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David Mcillwain is a registered investment advisor at Kpp Advisory Services LLC, based in Hendersonville, TN, with 29 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,995 clients with $1.2B in assets under management.

Kpp Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,995 clients
Average Client Portfolio
$311K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory program fees are negotiable, subject to a maximum annual fee of 2.50% (and up to 3.00% for certain third-party manager programs).

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

Location

174 Saundersville Road, Suite 502, Hendersonville, TN, 37075

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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 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
January 2025 - Present · 1 yr 10 mos
LPL Financial LLCBroker
November 2019 - Present · 7 yrs
Previous Registrations
LPL Financial LLC
November 2019 - June 2026 · 6 yrs 7 mos
Fsc Securities Corporation
February 2004 - November 2019 · 15 yrs 9 mos
Fsc Securities CorporationBroker
January 2004 - November 2019 · 15 yrs 10 mos
Morgan Stanley Dw INC.Broker
June 2000 - January 2004 · 3 yrs 7 mos
The Robinson-Humphrey Company, LLCBroker
August 1997 - June 2000 · 2 yrs 10 mos
State Registrations18 states
ALCAFLGAILINKSKYLAMINCNYOHPASCTNTXVA
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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