David Mathias
David Mathias is a CFP-designated registered investment advisor at Lifetime Financial Advisors INC, based in Encinitas, CA, with 8 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Lifetime Financial Advisors offers ongoing financial planning advice through an annual retainer fee ranging from $500 to $5,000 per year, charged monthly. This service provides periodic guidance throughout the year on financial planning issues, reviewing quarterly performance summaries, and offering advice on major life changes and business matters.
- Comprehensive financial plan — $2,500 to $25,000 depending on the scope and complexity of the work, with a 50% deposit required upfront
- Hourly financial advice — $250 per hour for senior advisor consultations without a full financial plan
- Special project hourly consulting — $50 to $250 per hour depending on the agreed-upon project
- Participant Retirement Program — $150 to $500 flat fee for written asset allocation recommendations on retirement plan assets
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 Registrations20 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
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