David Wirth, financial advisor McLean VA
103 score

David Wirth

CRD Number: 2993006
Current Firm: Savant Capital Management
Compensation Model: Fee Only

David F. Wirth, CFP®  is a Fee-Only Financial Planner at Savant Capital Management in McLean, VA and has over 19 years of experience in the finance industry.

 

David has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

 

David resides in Reston with his family and is active in the community with the local Chamber of Commerce and Reston Association.

 

https://www.savantcapital.com/team-member/David-F.-Wirth

CONTACT
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Professional Designations
Company Name Location Dates Years
Savant Capital Management Rockford, IL Jan 2015 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Fairfax, VA Jul 2010 - Nov 2014 4
T. Rowe Price Investment Services, Inc. Tampa, FL Nov 1997 - Jul 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for David F. Wirth
By the Numbers
  • Total Assets Under Management
    4,224
    MILLIONS
  • Total Number of Accounts
    3,946
    ACCOUNTS
  • Average Account Value
    $1,070,544
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Firm Disclaimer:

Savant Capital Management is a Registered Investment Advisor. Please contact Savant to find out if they are qualified to provide investment advisory services in the state where you reside. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. To obtain a copy of Savant's disclosure brochure, which contains important information on services, fees, investment methodology, conflicts of interest and related information, please visit www.adviserinfo.sec.gov or contact us at Savant Capital Management, 190 Buckley Drive, Rockford, IL 61107.

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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