David Robinson is a registered investment advisor at Best Life Financial Planning, LLC, based in Longmont, CO. 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, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Investment management services are offered exclusively to clients enrolled in ongoing financial planning. The firm builds and manages your portfolio based on your personal risk tolerance and goals, charging fees as a percentage of your portfolio or through bundled planning arrangements.
Location
Longmont, CO
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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 →Employment History
Current Registrations
Best Life Financial Planning, LLC
State Registrations4 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.
Exams
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