David Harpool is a registered investment advisor at Avid Planning, based in St. Petersburg, FL, with 18 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 69 clients with $59M 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 $2.0M | 1.00% |
| $2M+ | 0.00% |
Fees are negotiable. The firm also enforces a $5,500 annual minimum client fee that can be offset by investment management fees.
Fee Estimator
Location
360 Central Avenue, Suite 1160, St. Petersburg, FL, 33701
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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 a notary in the state of Florida since 2016, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Avid Planning
Previous Registrations
LPL Financial LLC
Edward Jones
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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