David Feiler
David Feiler is a registered investment advisor at Westmark Wealth Management, based in Phoenix, AZ, 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 Retirement Planning. Their firm serves 391 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
5050 N 40th St, Ste 140, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History (1)
Criminal
December 1999Other Business ActivitiesSells Insurance
David is an insurance producer at Westmark Wealth Management, LLC, an Arizona licensed insurance agency, selling various insurance products since 2013, dedicating about 10-20% of his time. He is also the chairman of the board for Executive Council Charities, a non-profit organization, spending minimal time on this role.
Employment History
Current Registrations
Westmark Wealth Management
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Securian Financial Services, INC.
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial 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.