David Trettel is a CFP-designated registered investment advisor at Beacon Financial Strategies CORP., based in Raleigh, NC, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 141 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Minimum quarterly fee of $1,875 for Investment Management and $2,500 for Net Worth Management. Net Worth Management also includes financial planning.
Fee Estimator
Location
7100 Six Forks Road, Suite 135, Raleigh, NC, 27615
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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 →Employment History
Current Registrations
Beacon Financial Strategies CORP.
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Strategic Wealth Investment Group, LLC
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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