David Dodson is a CFA, CFP-designated registered investment advisor at Hampton Rock Wealth Management, based in Austin, TX, with 21 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 41 clients with $140M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable at the discretion of Hampton Rock Wealth Management.
Fee Estimator
Location
7500 Rialto Boulevard, Building 1, Suite 122, Austin, TX, 78735
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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 →Employment History
Current Registrations
Hampton Rock Wealth Management
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Salem Partners Advisors LLC DBA Salem Partners Wealth Management
Essential Advisers, INC.
Sunamerica Securities, INC.Broker
H&r Block Financial Advisors, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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