David Hunter, CFP®

Asheville, North Carolina, 28801
advisor

Member Since 2009

Our mission is simple- provide our clients with the professional financial assistance they need to reach their dreams! As co-founder of Horizons Wealth Mgt, an independent fee-only firm, I\'m committed to providing completely objective advice and excellent services. As a former college athlete, I know what it means to be part of a team. We use these principles to enable our clients with the highest quality services to reach their financial goals. As part of our commitment, we also hold to a fiduciary standard in every aspect of the advisory relationship, which means our honest objectivity is not compromised by the lure of commissions or referral fees.
 
 

My Location

 Background Information

  • Years of Financial Experience

    • 8
  • Education

    • Western Carolina University (BSBA)
  • Certifications and Designations

    • CFP®
  • Methods of Compensation

    • Financial Planning: Hourly fee, Fixed fee
    • Investment Services: Hourly fee, Fixed fee
  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
  • Primary Custodian(s)

    • Shareholders Service Group
    • Scottrade
  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (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 semi-annually and upon request
    • I review my clients' investment portfolios with them quarterly and upon request
 
  • Registration & Licensing

    • CRD/IARD Number: 4870351
    • Securities Registrations: Series 65
    • Insurance Licenses: None
  • Company Names

    • Registered Investment Advisor: David S. Hunter
    • 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

    • North Carolina
    • South Carolina
  • Disclosure(s)

  • 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

    • WE DO NOT SELL ANY PRODUCTS!
  • Insurance Products

    • WE DO NOT SELL ANY PRODUCTS!
 
 

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