David Carnahan
David Carnahan is a registered investment advisor at Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 457 clients with $110M 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 $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. A tiered fee schedule is not available for assets managed by a TAMP Sponsor.
Fee Estimator
Location
9400 4th Street N, Suite 201, St. Petersburg, FL, 33702
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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 works as a financial consultant for Elevate Financial Planning and Wealth Management, a registered investment advisor, dedicating full-time hours. He also works in outdoor services at Black Creek Club, a hospitality-based business, spending about a quarter of his time there.
Employment History
Current Registrations
Elevate Financial Planning and Wealth Management
State Registrations3 states
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