David Walsvick is a registered investment advisor at Walsvick Wealth Management, based in Phoenix, AZ, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 16 clients with $4.4M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
3823 E Daley Ln, Phoenix, AZ, 85050
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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 →Other Business Activities
David works as an accountant and tax preparer, dedicating about 10% of his time to this activity. He also serves as a health services officer in the US Air Force Reserve, committing minimal time.
Employment History
Current Registrations
Walsvick Wealth Management
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Walsvick Financial Management, LLC
Associated Planners Investment Advisory INC
Associated Securities CORP.
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.