David Kring
David Kring is a CFP-designated registered investment advisor at Conestoga Wealth Management, based in Exton, PA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for amounts over $5,000,000. This fee schedule is for Paychex 401k and Employee Fiduciary Retirement Plan services. Conestoga Wealth Management acts as an advisor to the plan and offers education to participants within the plan.
Fee Estimator
Location
64 East Uwchlan Avenue, #228, Exton, PA, 19341
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
David is an independent insurance agent selling disability, life/accident/health, and long-term care insurance, dedicating a few hours per week. He also works as talent/actor/entertainer and contributes to www.brightscope.com, each for minimal time per week.
Employment History
Current Registrations
Conestoga Wealth Management
Previous Registrations
Walnut Street Securities, INC.
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.