David Krist is a CFP-designated registered investment advisor at Millington Financial Advisors, LLC, based in Naperville, IL, with 12 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, Investment Management, and 2 more. Their firm serves 187 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
55 Shuman Blvd, Suite 1050, Naperville, IL, 60563
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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 serves on the Board of Directors for Habitat for Humanity of Illinois, a non-profit entity, since 2015. He dedicates minimal time to this non-investment related activity and receives no compensation.
Employment History
Current Registrations
Millington Financial Advisors, LLC
Previous Registrations
Vantage Financial Partners Limited
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
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