David Gardner is a CFP-designated registered investment advisor at Entree Wealth LLC, based in Boulder, CO, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 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 - $5.0M | 0.60% |
| $5M+ | 0.40% |
Minimum annual fee of $10,000 ($2,500 per quarter). Investable assets include marketable securities, retirement accounts, and other investment accounts not directly managed by the firm.
Fee Estimator
Location
Boulder, CO
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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 →Employment History
Current Registrations
Entree Wealth LLC
Previous Registrations
Mercer Global Advisors INC.
Confluence Financial Advisors
Yellowstone Financial, INC.
Professional Financial Management, 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.