David Thome is a CFP-designated registered investment advisor at Fiducient Advisors LLC, based in Mclean, VA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,148 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiducient Advisors offers investment management services to individuals through The Wealth Office®. Investment strategies are tailored to individual goals and objectives. Fees vary based on the scope of the engagement and the level of authority Fiducient has to make trades without asking you first. Fees are calculated as a percentage of the assets they manage. There is also a model portfolio program with a $50,000 minimum investment.
Location
1430 Spring Hill Road #320, Mclean, VA, 22102
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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.
Learn about disclosures →Employment History
Current Registrations
Fiducient Advisors LLC
Previous Registrations
Orion Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations2 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.