David Musser
David Musser is a CFP-designated registered investment advisor at Musser Financial Planning, LLC, based in Scottsdale, AZ, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 21 clients with $4.2M 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 $150K | 1.60% |
| $150K - $550K | 1.25% |
| $550K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Location
Scottsdale, AZ
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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 ActivitiesSells Insurance
David is a licensed insurance agent and may offer clients advice or products from those activities, which creates a conflict of interest. Musser Financial Planning, LLC states that they always act in the best interest of the client, even when selling commissionable products.
Employment History
Current Registrations
Musser Financial Planning, LLC
Previous Registrations
Financial Engines Advisors L.L.C.
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.