David Lehmann is a CFP-designated registered investment advisor at The Family Financial Group, based in Newton Centre, MA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 30 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Geller & Lehmann provides high-level advice regarding investments recommended to the client by their primary registered investment advisor (RIA). Geller only charges clients by the hour. The RIA sends an invoice to the client for approval prior to deducting the fees from the client account.
Location
775 Commonwealth Avenue, Newton Centre, MA, 02459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a majority owner of Lehmann & Company, LLC, a CPA firm affiliated with Geller & Lehman. The firm provides accounting and tax services to clients, some of whom are also clients of Geller & Lehmann.
Employment History
Current Registrations
The Family Financial Group
Previous Registrations
Geller & Lehmann, LLC
State Registrations2 states
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