David Dodd is a CFP-designated registered investment advisor at The Other 90 Financial, LLC, based in Mount Vernon, IN, with 7 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 9 clients with $4.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TO90 offers combined investment management and financial planning services for a flat annual fee ranging from $3,600 to $9,500, paid in advance. The fee can be paid semi-annually, quarterly, or monthly, as agreed upon. The fee may be negotiable. For clients with a prior relationship at a previous registered investment advisory firm, a fee equivalent to their previous fee and based on a percentage of assets under management will be charged.
Contact
David Dodd
Location
Mount Vernon, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a City Councilman for District 1 in Mount Vernon, Indiana, since 2020. He spends minimal time attending city council meetings and participating in the law-making and direction of the city.
Employment History
Current Registrations
The Other 90 Financial, LLC
Previous Registrations
Inspire Advisors, LLC
Edward Jones
Edward JonesBroker
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
Additional Information
In addition to my memberships with NAPFA, XYPN, and the CFP® directory, I am proud to be part of Kingdom Advisors, an organization that emphasizes integrating Christian values in financial advice. Like NAPFA, these groups strive to promote fee-only financial advice and adhere to the fiduciary standard—the highest standard of care in the financial industry.