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David Hultstrom

Financial Architects, LLC

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

David Hultstrom

Financial Architects, LLC

David Hultstrom, a financial fiduciary has been a Paladin Registry member since 2004. David is the partner in Financial Architects, LLC. David holds the Chartered Financial Analyst , Certified Financial Planner , Chartered Financial Consultant , Chartered Alternative Investment Analyst certifications and has over 18 years of experience. David provides financial services to clients in the Woodstock, Georgia area.

I. Snapshot

A. Registry Member
  • Since 2004
B. Years of Experience
  • 18
C. College Degrees
  • Pensacola Christian College - BS
  • University of West Florida - MBA
D. Certifications
  • CFA®, CFP®, ChFC®, CAIA®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Our objective is to ensure our clients' financial success by identifying and achieving specific goals using a customized, academically-grounded approach. We are completely independent, fee-only, and hold the premier credentials in the industry, enabling us to offer the expertise expected from a large institution, but with a more personal touch.

G. Asset Requirement
  • $1,000,000

II. Contact Information

A. Key Contact
B. Main Location
  • 302 Creekstone Ridge
    Woodstock, Georgia, 30188
C. Telephone
  • 770.517.8160

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Financial Architects, LLC
B. Relationship to Firm
  • Partner
C. Name of RIA
  • Financial Architects, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Charles Schwab

V. Credentials

A. Years of Financial Experience
  • 18 Years
B. College, Degrees, Years
  • Pensacola Christian College - BS
  • University of West Florida - MBA
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Chartered Financial Analyst Institute
  • National Associaion of Personal Financial Adv

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - Georgia
C. Industry Licenses
  • None
  • Securities License(s)
D. Registration & License Numbers
  • CRD: 1968772
  • IARD: 116027
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our objective is to ensure our clients' financial success by identifying and achieving specific goals using a customized, academically-grounded approach. We are completely independent, fee-only, and hold the premier credentials in the industry, enabling us to offer the expertise expected from a large institution, but with a more personal touch.

B. Minimum Asset Requirement
  • $1,000,000
C. Number of Current Clients
  • 85
D. Assets (Management, Advisement)
  • $85,000,000
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Newsletters (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only

IX. Certification

Advisor Name
  • David Hultstrom
Most Recent Update:
  • May 26, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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