David Moerlein is a registered investment advisor at Belay Finance, based in Montgomery, OH. 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, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Full Financial Plan - A complete evaluation of your current and future financial state, including cash flow projections, asset values, and withdrawal plans. The plan covers net worth, tax liabilities, asset allocation, and retirement plans, and may include estate planning.
- Consultation Services - Assistance with individual financial topics, as agreed upon in the financial planning agreement. This is not a detailed financial review and will not result in a complete financial plan.
Location
Montgomery, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is the owner of Moerlein Publishing, LLC since 2022. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Belay Finance
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.