Donald Bird is a CFP-designated registered investment advisor at Bird Financial Group LLC, based in Philadelphia, PA, with 11 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3 clients with $140K 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 | 0.75% |
Fee Estimator
Location
3045 N. 35th Street, Philadelphia, PA, 19132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is the Founder and CEO of Bird Brand Enterprises LLC, where he works as a coach and speaker for professional and personal development events, dedicating about 10-20% of his time. He is also the Founder and CEO of Be Legendary Media Group LLC, where he creates media content related to financial planning, investment education, and personal development, also dedicating about 10-20% of his time.
Employment History
Current Registrations
Bird Financial Group LLC
Previous Registrations
Pfm Fund Distributors, INC.Broker
Hirtle, Callaghan & CO., LLC
Vanguard Marketing CorporationBroker
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.