David Hall is a registered investment advisor at Stride Financial Planning, based in Madera, CA, with 3 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, High Net Worth, and 3 more. Their firm serves 16 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Stride Financial Planning offers ongoing financial planning services for a recurring fixed fee, paid quarterly in arrears. The fee ranges from $600 to $1,200 per quarter, depending on the client's needs, complexity, and time required. Fees are negotiable. There is also an initial fee of $400-$1,000 for onboarding and initial plan construction.
Location
Madera, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stride Financial Planning
State Registrations2 states
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