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David Bonebrake

Commonwealth Financial Network
28 Years of Experience
Eugene, OR
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

David Bonebrake is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Eugene, OR, with 28 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

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

Location

390 High Street, Eugene, OR, 97401

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is the President and Co-Owner of Rational Strategic Values-Based Planning and Investments, LLC, also known as Bonebrake Financial Planning & Wealth Management, which facilitates securities, advisory, and insurance business, dedicating minimal time. He also engages in fixed insurance sales as an agent under the same business name.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
May 2013 - Present · 13 yrs 5 mos
Commonwealth Financial Network
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Securities America, INC.Broker
January 2009 - May 2013 · 4 yrs 4 mos
Securities America Advisors, INC.
January 2009 - May 2013 · 4 yrs 4 mos
Brecek & Young Advisors, INC.
April 2005 - January 2009 · 3 yrs 9 mos
Brecek & Young Advisors, INC.Broker
April 2005 - January 2009 · 3 yrs 9 mos
American Express Financial Advisors INC.Broker
August 1998 - April 2005 · 6 yrs 8 mos
Ids Life Insurance CompanyBroker
August 1998 - April 2005 · 6 yrs 8 mos
State Registrations8 states
CACOKSMIOHORTXWA
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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