Advisor at Ongoing Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ongoing Wealth Management
Location
Key Largo, FL
Credentials
Series 63
Industry experience
35 years
David Wilson is a financial advisor at Ongoing Wealth Management with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also an author of stories, essays, novels, and poems. Ongoing Wealth Management provides investment advisory and financial planning services to individual clients, including high-net-worth individuals. The firm offers tailored portfolio management and written financial plans, using a variety of investment strategies and analysis methods to align with clients’ objectives and risk tolerance.
Based on Ongoing Wealth Management
Based on Ongoing Wealth Management
Financial planning fees may also be charged monthly ($50-$2,000) or annually ($600-$24,000), negotiable based on scope and complexity.
$0 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000+: 1.0%
Persons associated with the firm who are licensed insurance agents earn commissions on insurance products sold.
Up to $400 per hour for financial planning services.
Account minimum: No minimum stated; however, the firm has the right to terminate accounts deemed too small to manage effectively. Fee-only: Portfolio management fees based on tiered AUM schedule; financial planning fees negotiable and billed hourly, monthly, or annually.
Key Largo, FL
Florida
Purshe Kaplan Sterling Investments
2022 - 2025 (3 years)
OWM LLC
2022 - Present (4 years)
Ameriprise Financial Services, Inc.
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Key Largo, FL
Reef Advisors LLC
Series 63
Islamorada, FL
P.F. Roberts & Associates
Series 65
Tavernier, FL
Lodestone Wealth Management LLC
Series 66
Key Largo, FL
Ongoing Wealth Management
Series 65
Islamorada, FL
Bastion Fiduciary
CFP®, Series 65
Islamorada, FL
Bastion Fiduciary
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