David Barta
Advisor at Nectarine
Updated today
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.
About
David Barta is a financial advisor at Nectarine with CFP®, CFA®, and Series 63 credentials and six years of industry experience. His prior roles include positions at HireArt Inc, Xylo AI Corp, Origin Financial, Earnin, and PAAMCO Prisma. Nectarine serves individual clients across a range of wealth levels, offering consultative financial planning through a selection of advisory personnel clients choose via the firm’s website. The firm emphasizes long-term asset allocation with low-cost, index-based ETFs and mutual funds, providing planning services on an hourly, fixed, or recurring fee basis without managing client investment portfolios or custody of assets.
Expertise
Based on Nectarine
General retirement planning
Income planning
Life insurance needs analysis
Cash flow / budgeting
Fee options
Plan Services flat fee generally less than $10,000; Ongoing Financial Planning Services flat fee generally ranges from $100 to $3,000 per quarter
Generally less than $500 per one hour session
Ongoing Financial Planning Services charged quarterly in advance, flat fee generally ranges from $100 to $3,000 per quarter
Fee-only: Hourly rate generally less than $500 per one hour session; Flat fee generally less than $10,000 for an 8-week Plan Services engagement; Flat fee generally ranges from $100 to $3,000 per quarter for Ongoing Financial Planning Services
Location
1650 Garnet Avenue, #1090
San Diego, CA 92109
Most active in
David B has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Nectarine
2026 - Present (1 year)
HireArt Inc
2025 - 2026 (1 year)
Xylo AI Corp
2023 - 2026 (3 years)
Origin Financial
2020 - 2023 (3 years)
Earnin
2018 - 2019 (1 year)
PAAMCO Prisma
2016 - 2018 (2 years)
Unemployed
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Scott S
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Frederick P
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
Lee T
Series 65
San Diego, CA
HEDGEWISE
Kyle T
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Rajiv R
Series 63, Series 65
San Diego, CA
Colva Capital LLC
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