David Hultstrom, CFP®, CFA®
Woodstock, Georgia, 30188
Member Since 2004
Our objective is to ensure our clients’ financial success by identifying and achieving specific goals using a customized, academically grounded approach. Financial Architects, LLC is a completely independent, fee-only firm that does not sell financial products. Independence allows us to remain objective in our service and ensures that your best interest is our top priority. We hold the premier credentials in the industry, enabling us to offer the expertise expected from a large institution, and the personalized, tailored attention of an independent firm.
My Location
Background Information
Years of Financial Experience
- 18
Education
- Pensacola Christian College (BS)
- University of West Florida (MBA)
Certifications and Designations
- CFP®
- CFA®
- ChFC®
Association Memberships
- Financial Planning Association
- CFA Institute
- National Associaion of Personal Financial Adv
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them annually
Registration & Licensing
- CRD/IARD Number: 1968772
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Financial Architects, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- WDC
- Washington
- West Virginia
- Wisconsin
- Wyoming
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Visit Website - http://www.FinancialArchitectsLLC.com
