David Leonhart
David Leonhart is a registered investment advisor at Team Wealth & Tax Advisors, based in Temecula, CA, with 16 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, Insurance Planning, and 3 more. Their firm serves 366 clients with $250M 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 | 1.65% |
| $250K - $500K | 1.45% |
| $500K - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable based on historical relationships, asset types, account complexity, and anticipated future assets.
Fee Estimator
Location
40395 Winchester Road, Suite A, Temecula, CA, 92591
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 a tax preparer at TeamTax Professionals Inc. since 2006, dedicating full-time hours during tax season and about 10-20% of his time outside of tax season. David is also an insurance agent at D.P.L. Tax, Financial, & Insurance Solutions since 2014, spending about a quarter of his time on this, plus a few hours per week servicing existing insurance policies.
Employment History
Current Registrations
Team Wealth & Tax Advisors
Previous Registrations
Hd Vest Investment ServicesBroker
Quest Capital Strategies, INC.Broker
State Registrations2 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.
Exams
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