David WirthCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|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|
Total Assets Under Management4,224MILLIONS
Total Number of Accounts3,946ACCOUNTS
Average Account Value$1,070,544
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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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