David Hobbs
David Hobbs is a CFP-designated registered investment advisor at Hobbs Wealth Management, based in Zionsville, IN, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 194 clients with $150M 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 $250K | 1.45% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.35% |
Fees are negotiable. If using any third-party managers, they may have their own fee schedule and their fee is in addition to our fee.
Fee Estimator
Location
75 N. Main Street, Zionsville, IN, 46077
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 currently an investment advisor representative (IAR) at Wealth Advisory Solutions. He also provides term insurance for existing clients, though this activity is separate from the RIA.
Employment History
Current Registrations
Hobbs Wealth Management
Previous Registrations
Wealth Advisory Solutions, LLC
Charter Advisory Corporation
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Distributors, INC.Broker
State Registrations3 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.