David Chadwick
David Chadwick is a CFP-designated registered investment advisor at Total Clarity Wealth Management, INC, based in Gainesville, FL, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 996 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Total Clarity offers several investment management programs, including Vision, Value, and PreActive accounts. Fees are calculated as a percentage of the account value, billed quarterly.
- Vision and Value Accounts: Fees are based on the account value at the end of the previous quarter.
- PreActive Accounts: Fees are based on the average daily balance of the account over the previous quarter.
Fees are negotiable and may vary among advisors. The total fee for Value and PreActive accounts (advisory fee plus transaction fees) could be high compared to industry standards. There are also Vision CB and Value CB accounts with different billing schedules.
Location
Gainesville, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the manager of Pinchot Road Advisors LLC, a non-investment related business entity for tax/investment purposes, since 2019. He also provides investment advisory services through Total Clarity Wealth Management, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Total Clarity Wealth Management, INC
LPL Financial LLCBroker
Previous Registrations
Capital Point Financial Group, LTD.
LPL Financial LLC
Hancock Whitney Investment Services INC.
Hancock Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
M&i Investment Management CORP.
M&i Financial Advisors, INC.
M&i Financial Advisors, INCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Sei Investments Distribution CO.Broker
State Registrations4 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.