David Hefty is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Auburn, IN, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,560 clients with $4.5B 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 | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
Fee Estimator
Location
200 East 7th Street, Auburn, IN, 46706
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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 Activities
David is involved in several business activities, including Acacia Ranch, Inc. (a family business farming 65 acres), Hefty Farms, LLC (owning 65 acres), Hefty Real Estate, LLC (owning a commercial rental property), VestPro (an owner of CX Institutional, LLC for tax purposes), and 3:16 Real Estate, LLC (real estate rental). These activities require minimal time commitment.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
LPL Financial LLC
Hefty Wealth Partners
LPL Financial LLCBroker
LPL Financial LLC
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Edward JonesBroker
State Registrations1 state
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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