David Kranz is a CFP-designated registered investment advisor at Reshape Wealth, based in Boca Raton, FL, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 126 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reshape charges ongoing fees for managing your investments, calculated as a percentage of the total value of your accounts. The exact percentage is negotiated between you and Reshape, but it will not exceed 2.5% annually. Fees are billed monthly or quarterly, either in advance or after the period. You may pay different fees than other clients due to factors like the amount you invest and the complexity of services.
Location
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved with Reshape, LLC, a business consulting firm, since 2018 and Initiative Partners, LLC, a consulting firm, since 2021. He dedicates minimal time to Initiative Partners, LLC.
Employment History
Current Registrations
Reshape Wealth
Previous Registrations
Belpointe Asset Management LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations8 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.