DavidHobbs- Financial Advisor Indianapolis, IN

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About David Hobbs

Most who come through the WiserAdvisor program are looking for answers to specific questions, we can help with that. Typically, those questions point to a larger issue: most people are looking for a trusted individual to have as a resource as they walk through different seasons of their financial lives. We partner with our clients and walk with them, as a guide, on their financial journey. Are you looking for answers on debt optimization or efficient investment allocations? Are you asking the question, - When can I afford to stop working full time, and still maintain my current standard of living for the rest of our lives? Are you looking to go beyond the -normal- financial questions and start aligning your life, wealth, and finances around the items that provide you with lasting joy and fulfillment?

If you're looking for answers to questions like these, let's connect. We'd love to learn more about you and what you're seeking to accomplish.

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General Information

Firm Start Year

2018

No. of Employees

CRD#

5004505

Firm CRD#

288903

Insurance License#

733071

Name of Custodial Firm

TD Ameritrade, Charles Schwab, First Clearing

States Licensed in

SEC Registered in all 50 States

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Certified Financial Planner Certified College Funding Specialist Series 66 Series 63 Series 7 Series 6 Securities Industry Essential Exam Life and Health Insurance Licensed

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CCFS

Securities Licenses

Series 6, Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Health, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

611,667,169

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$70,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$5,000

Compensation Methods

Flat Fee, Based on Assets, Hourly

Fee % Based on Assets

Varies

Hourly Rate

Varies

Additional Details on Charges

0 - $249,999 Billed Annually at 1.35% $250,000 - $999,999 Billed Annually at 1.10% $1,000,000 - $1,999,999 Billed Annually at 0.95% $2,000,000 - $2,999,999 Billed Annually at 0.85% $3,000,000 - $4,000,000 Billed Annually at 0.75% $4,000,000 - $5,000,000 Billed Annually at 0.65% $5,000,000 - $6,000,000 Billed Annually at 0.55% $6,000,000 and up Billed Annually at 0.50%

Minimum Fee Charged for Managed Accounts

None

Minimum Fee Charged for Hourly Planning Accounts

None

Education

Business Management - Business

Taylor University
09/02/2002 -05/30/2006

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889888/paladinregistry-Cedar-Wealth-Partners-detailed-disclosure.html

Disclaimer

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Paladin Research Report For:

David Hobbs

Cedar Wealth Partners