Advisor at Whitespace Financial, LLC
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Firm
Whitespace Financial, LLC
Location
La Honda, CA 94020
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
David Blackwood is a CFP® with 30 years of industry experience and is the sole advisor at Whitespace Financial, LLC. He has worked at Purshe Kaplan Sterling Investments and Whitespace Financial since 2009. Outside of his advisory work, he serves as an adjunct faculty member at De Anza College, is president of the San Francisco Council of the Navy League of the United States, and participates in several financial planning certification boards. Whitespace Financial manages approximately $52 million for individual and retirement-plan clients, offering asset management, 401(k) and pension consulting, and financial planning. The firm serves both high-net-worth and non-HNW clients, providing individualized portfolios that are reviewed quarterly and often managed on a non-discretionary basis.
Based on Whitespace Financial, LLC
Based on Whitespace Financial, LLC
Financial planning flat fees generally range from $700 to $7,300
1.75% annually for Private Client Investment Management
Commissionable securities sales made by supervised persons registered with Purshe Kaplan Sterling Investments, Inc.
$335 per hour for financial planning
Account minimum: $300,000 for individuals and $750,000 for families (Private Client Investment Management service); waivable for friends and family referred by existing clients Fee-only: Financial planning charged on hourly or flat fee basis; hourly fee $335; flat fees range $700 to $7,300
8725 La Honda Rd., Ste. C 2
La Honda, CA 94020
California
Purshe Kaplan Sterling Investments
2009 - Present (17 years)
Whitespace Financial, LLC
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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