David Quinn is a CFP-designated registered investment advisor at Pine Harbor Wealth Management LLC, based in Fairfax, VA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 159 clients with $510M 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 $1.0M | 0.89% |
| $1.0M - $3.0M | 0.79% |
| $3.0M - $6.0M | 0.69% |
| $6M+ | 0.00% |
Fees are negotiable depending on individual client circumstances. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Contact
David Quinn
Location
8280 Willow Oaks Corporate Drive, Suite 600, Fairfax, VA, 22031
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 consultant for Marstone, Inc., a digital wealth management platform, spending minimal time per month. He is also the CEO/owner of AdviceCloud Financial Technology, Inc., a software provider, dedicating a few hours per week to this role.
Employment History
Current Registrations
Pine Harbor Wealth Management LLC
Previous Registrations
The Connemara Group, LLC
Wealthcare Advisory Partners LLC
United Income, INC.
State Registrations1 state
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.