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David Brandon

Impact Partnership Wealth, LLC
3 Years of Experience
Chesterfield, MO
Sells Insurance
View SEC Summary
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David Brandon is a registered investment advisor at Impact Partnership Wealth, LLC, based in Chesterfield, MO, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.

Impact Partnership Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
8,017 clients
Average Client Portfolio
$370K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

16253 Swingley Ridge Rd, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David works as a paraplanner for Aul Insurance Group, LLC, assisting advisors with clients and requesting quotes for life insurance and annuities. This takes about half of his time, with a significant portion occurring during security trading hours.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Brookstone Wealth Advisors, LLC
January 2023 - September 2023 · 8 mos
Aul Financial Group, LLC
August 2022 - December 2022 · 4 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.
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