David Kearns is a PFS-designated registered investment advisor at Dbk Financial Counsel, LLC, based in Cuyahoga Falls, OH, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 77 clients with $200M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
198 W. Portage Trail Ext., Ste. 105, Cuyahoga Falls, OH, 44223
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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 practices law part-time with DBK Legal Counsel, LLC. He is also a financial advisor with DBK Financial Counsel, LLC, a wealth management firm, and may offer advice or products from these activities, which could present a conflict of interest.
Employment History
Current Registrations
Dbk Financial Counsel, LLC
Previous Registrations
Willow Street Advisors, LLC
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.
Exams
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