David O'neill is a registered investment advisor at Heritage Financial LLC, based in Gainesville, 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 Financial Planning & Coaching, Investment Management. Their firm serves 335 clients with $330M 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 $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may be higher or lower than the stated range based on the nature of the account.
Fee Estimator
Location
7001 Heritage Village Plaza, Suite 190, Gainesville, VA, 20155
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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 is the sole member of Slopeside LLC, a private residence in Gainesville, VA, since 2018. He dedicates minimal time per month to managing personal investments.
Employment History
Current Registrations
Heritage Financial LLC
Previous Registrations
Spire Securities, LLCBroker
Spire Wealth Management, LLC
State Registrations1 state
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