David Emery is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Paoli, PA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Contact
David Emery
Location
1500 East Lancaster Avenue, Suite 204, Paoli, PA, 19301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an adjunct professor at Temple University, teaching a personal finance class since January 2021. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Planning Capital Management CORP.
The Marshall Financial Group, INC
Univest Investments, INC.
Prometheus Capital Management CORP.
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.