David Holwadel
David Holwadel is a CFP-designated registered investment advisor at Heritage Wealth Advisors, based in Cincinnati, OH, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 203 clients with $550M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fee schedule breakpoints and rates are a suggestion and may be modified. Client may negotiate the Fee with the financial advisor.
Fee Estimator
Location
9110 Montgomery Rd., Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2006Other Business Activities
David owns two rental real estate properties, Tall Oaks LLC since 2016 and HWM Properties LLC since 2020. He spends minimal time on these activities.
Employment History
Current Registrations
Heritage Wealth Advisors
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.