DH
CFP
DH
CFP

David Hunter

11 Years of Experience
Hershey, PA

David Hunter is a CFP-designated registered investment advisor at First Light Wealth, based in Hershey, PA, with 11 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 52 clients with $50M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
52 clients
Average Client Portfolio
$958K average
Assets Under Management
$49.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

DH
David Hunter

Location

405 E Chocolate Ave, Suite 101 A, Hershey, PA, 17033

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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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Employment History
Current Registrations
First Light Wealth
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Stout Bowman
July 2014 - March 2023 · 8 yrs 8 mos
Ameriprise Financial Services, INC.
June 2014 - July 2014 · 1 mo
State Registrations1 state
PA
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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Contact
David Hunter