David Gourley is a registered investment advisor at K-12 Planning, based in Kansas City, MO, 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, Investment Management, and 2 more. Their firm serves 9 clients with $4M 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 | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees are negotiable for accounts above $2,000,000. Full Service Clients (Investment Management, Financial Planning, and Tax Preparation Included) have a different fee schedule: $0 - $999,999: 1.20%, $1,000,000 - $1,999,999: 1.10%, $2,000,00 - $2,999,999: 1.00%, $3,000,000 - $3,999,999: 0.90%, $4,000,000 - $4,999,999: 0.80%, $5,000,000 and Above: Negotiable
Fee Estimator
Location
Kansas City, MO
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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.
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David is the 100% owner, CEO, and a consultant at The Gourley Group LLC, providing financial coaching and student loan consultation. He dedicates minimal time to this activity, and it is not investment-related.
Employment History
Current Registrations
K-12 Planning
Previous Registrations
Teach Plan Retire, Ael Wealth Management
An Exceptional Life Financial, LLC
Gwn Securities INC.
Gwn Securities INC.Broker
State Registrations2 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.