Donald Vaught is a registered investment advisor at Adk Wealth Advisory Group, based in Creve Coeur, MO, with 20 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,190 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ADK Wealth Advisory Group charges a percentage of your portfolio each year, up to a maximum of 2.5%. The exact fee is agreed upon in a written agreement. Clients can choose to have ADK make trades for them (discretionary) or approve each trade beforehand (non-discretionary). If you don't participate in a wrap fee program, you'll also pay transaction charges to LPL Financial for each trade. The fees are negotiable.
Location
12935 N Outer Forty Dr, #101, Creve Coeur, MO, 63141
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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.
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Donald operates under the DBAs ADK Wealth Advisory Group and Kraft, Davis and Associates, LLC, providing investment advisory services. He spends nearly full-time (120 hours per month) on these activities during securities trading.
Employment History
Current Registrations
Adk Wealth Advisory Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations10 states
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