David Sprenger is a ChFC-designated registered investment advisor at Qualified Planning, based in San Diego, CA, with 10 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, Insurance Planning, and 3 more. Their firm serves 159 clients with $45M 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 | 1.35% |
| $1M+ | 1.35% |
Fees for $1,000,000 and up are negotiable. Services may also be retained on a fixed annual fee ranging from $2,500 to $20,000.
Fee Estimator
Location
2635 Camino Del Rio South, Ste. 210, San Diego, CA, 92108
Get directionsHistory
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 Vice President of Dunhill Marketing & Insurance Services, Inc. since 2010. This takes about a quarter of his time.
Employment History
Current Registrations
Qualified Planning
Previous Registrations
Qualified Planning
State Registrations2 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.
Exams
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