Advisor at Thayer Partners 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
Thayer Partners LLC
Location
Dedham, MA
Credentials
CFA®, Series 63, Series 65
Industry experience
15 years
David Beckwith is a CFA® charterholder with 15 years of industry experience. He is currently with Thayer Partners LLC, where he has worked since 2022, following a 16-year tenure at Rinet Company, LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm manages approximately $401 million in assets and uses a long-term, fundamental analysis approach to build diversified portfolios primarily with low-cost mutual funds and ETFs.
Based on Thayer Partners LLC
Based on Thayer Partners LLC
Fixed annual consulting fee for tax, financial and estate planning reviews (at Advisor's discretion); fixed monthly fees for business advisory services ranging from $1,250 to $6,250 per month; fixed fees for retirement plan advisory services ranging from $3,000 to $35,000
$0 - $500,000: Equivalent to $5,000 minimum annual fee (billed quarterly at $1,250) $500,000+: 0.50% to 1.50% annually based on complexity and relationship factors
Account minimum: $500,000 (minimum asset level for standard investment management fees; otherwise $5,000 annual minimum fee applies) Minimum fee: $5,000 per annum minimum advisory fee for separately managed accounts with less than $500,000 assets Fee-only: Investment advisory fees based on assets under management and fixed fees for financial planning and business advisory services
Dedham, MA
Massachusetts
Thayer Partners, Llc
2022 - Present (4 years)
UNEMPLOYED
2022 - 2022 (1 year)
Rinet Company, Llc
2005 - 2021 (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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