David Bryant is a CFP-designated registered investment advisor at Strava Financial, LLC, based in Westlake Village, CA, with 11 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 65 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strava Financial offers investment management as part of its Comprehensive Portfolio Management service. The annual fee will not exceed 1.25% of the value of your account. Fees are billed quarterly in advance. Strava Financial does not offer direct invoicing.
Location
31194 La Baya Dr., Suite 200, Westlake Village, CA, 91362
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 →Employment History
Current Registrations
Strava Financial, LLC
Previous Registrations
Manchester Financial INC
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.