David Stauffer is a registered investment advisor at Sofi Wealth LLC, based in Jacksonville, FL. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 254,020 clients with $2B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
108 advisors
Number of Clients
254,020 clients
Average Client Portfolio
$8K average
Assets Under Management
$2.0B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee is charged at a flat annual rate of 0.25% on invested balances and is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5335 Gate Pkwy, 5th Floor, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (1)
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Financial
July 2018Final
Employment History
Current Registrations
Sofi Wealth LLC
August 2026 - Present · 2 mos
Sofi Securities LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2026 - June 2026 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2026 - June 2026 · 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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.
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