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CFP
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CFP

David Thome

Fiducient Advisors LLC
22 Years of Experience
Mclean, VA
View SEC Summary
View SEC Summary

David Thome is a CFP-designated registered investment advisor at Fiducient Advisors LLC, based in Mclean, VA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,239 clients with $98B in assets under management.

Fiducient Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
1,239 clients
Average Client Portfolio
$78.7M average
Assets Under Management
$97.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are customized and negotiated in advance based on account type, complexity, and scope. Non-discretionary advisory fees typically range from 0.01% to 1.0%, while discretionary wealth management fees range up to 1.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1430 Spring Hill Road #320, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Fiducient Advisors LLC
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Orion Investment Advisors, LLC
January 2016 - March 2018 · 2 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2016 - June 2017 · 1 yr 5 mos
Morgan Stanley
February 2012 - February 2016 · 4 yrs
Morgan StanleyBroker
February 2012 - February 2016 · 4 yrs
Suntrust Investment Services, INC.Broker
December 2008 - January 2012 · 3 yrs 1 mo
Suntrust Investment Services, INC.
December 2008 - January 2012 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2007 - December 2008 · 1 yr 7 mos
Citigroup Global Markets INC.
May 2007 - December 2008 · 1 yr 7 mos
Citicorp Investment Services
September 2006 - May 2007 · 8 mos
Citicorp Investment ServicesBroker
August 2006 - May 2007 · 9 mos
Suntrust Investment Services, INC.
September 2004 - August 2006 · 1 yr 11 mos
Suntrust Investment Services, INC.Broker
April 2004 - August 2006 · 2 yrs 4 mos
State Registrations2 states
TXVA
Advisor

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Exams
No exam information available for this advisor.
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