David Mathias
David Mathias is a CFP-designated registered investment advisor at Lifetime Financial Advisors INC, based in Encinitas, CA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing financial planning advice is available for an annual retainer fee ranging from $500 to $5,000, charged monthly. The specific fee is agreed upon in advance and documented in writing.
- Financial planning services range from $2,500 to $25,000. A 50% deposit is required at the start of the plan, with the balance due upon delivery.
- Clients may elect to pay an hourly rate for investment advice without engaging in a financial plan. The standard hourly rate of the senior advisor is $250.00. Hourly fees of $50 - $250.00 per hour may be charged for special projects as agreed upon by the client.
Location
2210 Encinitas Blvd. Ste. C, Encinitas, CA, 92024
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 ActivitiesSells Insurance
David is affiliated with Lifetime Financial Advisors, Inc. as an investment advisor, spending about a quarter of his time providing financial planning and consulting services. David is also a non-variable insurance agent, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Lifetime Financial Advisors INC
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations19 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.