David Rodriguez
David Rodriguez is a CFP-designated registered investment advisor at Minas Financial Planning, based in Hot Springs National Park, AR, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Real Estate Investing, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Annual fees are negotiable and will not exceed 2% of assets under management.
Fee Estimator
Location
Hot Springs National Park, AR
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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 holds managing real estate broker licenses in Illinois and Indiana and works under ROC Realty, which he founded in 2002. He uses these licenses to acquire and dispose of assets for his personal portfolio and engage in property management, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Minas Financial Planning
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.