David Eagan is a registered investment advisor at Eagan Ventures LLC, based in Austin, TX, with 4 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
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Comprehensive Financial Plan — $1,500 fixed fee, may be negotiable based on complexity.
- Annual Financial Plan Review — $500 fixed fee, non-negotiable.
- Separate Financial Planning Consultations — $150 hourly fee, non-negotiable.
Annual Retainer:$500/year
One-Time Plan:$1,500
Hourly Rate:$150/hr
Loading...
Location
Austin, TX
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Eagan Ventures LLC
March 2021 - Present · 5 yrs 2 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.