David Muntz is a registered investment advisor at Muntz Financial, LLC, based in Doylestown, PA, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 99 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and paid monthly.
Fee Estimator
Location
108 N. Main Street, Suite 202, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2011Criminal
July 1998Other Business Activities
David owns investment real estate property and spends minimal time on it. He also volunteers as a little league coach and is a board member/treasurer for The McKeown Foundation, a charitable organization, dedicating about 10-20% of his time to the foundation.
Employment History
Current Registrations
Muntz Financial, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
PNC Investments
Quick & Reilly, INC.
Hornor, Townsend & Kent, INC.
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
More Advisors
- Matthew Shaw, CFPJ. W. Cole Advisors, INC.
- Paula Nangle, CFPCreative Planning
- Scott Marshall, CFPCambridge Investment Research Advisors, INC.
- Henry Saur, CFPWealthcare Advisory Partners LLC
- Yunfei Zhou, CFAInfinitespring
- Bradley Thomas, CFP, ChFCLPL Financial LLC