David Wilson is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Charlotte, NC, with 14 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 791,528 clients with $340B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
- Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
- Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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 Activities
David is a self-employed writer and publisher since 2020, dedicating about 10-20% of his time to this activity. He is also listed as a "full agent - wife investment-related", but the nature of this activity is unclear from the provided text.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Vanguard Marketing Corporation
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
More Advisors
- Glenn Ford, CFPVanguard Advisers, INC.
- Paloma WillsVanguard Advisers, INC.
- Christopher BerardiVanguard Advisers, INC.
- Sean MolloyVanguard Advisers, INC.
- Charles Ball, CFPVanguard Advisers, INC.
- Alex Strittmatter, CFPVanguard Advisers, INC.