David Cannon is a CFP-designated registered investment advisor at David Rhodes Cannon, C.P.A., LLC, based in Frisco, TX, with 7 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are non-negotiable.
Fee Estimator
Location
6160 Warren Parkway Suite 100, Frisco, TX, 75034
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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 is the owner and an accountant with David Rhodes Cannon, C.P.A., LLC.
Employment History
Current Registrations
David Rhodes Cannon, C.P.A., LLC
Previous Registrations
Cain, Watters & Associates, LLC
State Registrations1 state
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