Advisor at Batman Wealth Management, LLC
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
Batman Wealth Management, LLC
Location
Lake Mary, FL
Credentials
Series 63, Series 65, Series 66
Industry experience
36 years
David Batman is the founder of Batman Wealth Management, LLC, an independent advisory firm based in Lake Mary, Florida. He holds Series 63, 65, and 66 licenses and has 36 years of industry experience, including 18 years at LPL Financial LLC. In addition to his advisory work, he operates a tax preparation business focusing on individual and small business returns. Batman Wealth Management serves individuals, small business owners, estates, trusts, and non-profits with comprehensive financial planning and discretionary wealth management. The firm employs a strategic asset allocation approach using low-cost ETFs, no-load mutual funds, and selective individual securities, emphasizing tax-aware portfolio management and client education.
Based on Batman Wealth Management, LLC
Financial Planning fees can be a fixed total cost provided in advance; average cost around $750.
$0 - $250,000: 1.5% annually $250,001+: 0.5% annually
$250 per hour for Financial Planning and Consulting on an hourly basis.
Fee-only: Financial Planning and Wealth Management services are fee-only; no commissions are charged or received.
Lake Mary, FL
Florida
Batman Wealth Management, LLC
2021 - Present (5 years)
LPL Financial
2003 - 2021 (18 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.
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