David Kemmerer is a registered investment advisor at Rfg Advisory, LLC, based in Medfield, MA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.
Location
Medfield, MA
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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.
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David's compensation is based on new clients and revenue.
Employment History
Current Registrations
Rfg Advisory, LLC
Private Client Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Bluebird Wealth Management LLC
Northern Lights Distributors, LLCBroker
Mfs Institutional Advisors INC.
Mfs Fund Distributors, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Natixis Asset Management Advisors, L.P.
Natixis Distributors, L.P.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Signator Investors, INC.Broker
State Registrations3 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.