Advisor at David Russell Fjeldsted
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
David Russell Fjeldsted
Location
Farmington, UT 84025
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
David Fjeldsted is the sole advisor at David Russell Fjeldsted, an independent firm based in Farmington, Utah. He holds the CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. In addition to his advisory role, he is a licensed life insurance agent and real estate broker, actively managing multiple real estate holdings and dedicating a significant portion of his time to property management and development. The firm offers personalized financial planning and investment management services to individuals, plans, trusts, and small businesses, with an investment approach that combines strategic asset allocation using both passive and active funds and global diversification to manage market risk.
Consulting Agreement fees calculated on a formula basis and adjusted for complexity
$0 - $200,000: 1.20% $200,001 - $500,000: 1.12% $500,001+: 1.00%
Charges commissions for fixed and indexed annuities, life and health insurance, and real estate sales
Hourly planning services at $110 per hour
Account minimum: $50,000 Minimum fee: $600 minimum annual fee, negotiable Fee-only: Fee-only financial planning and investment management; fees negotiable and may be waived
670 W. Shepard Lane, Suite 101
Farmington, UT 84025
Utah
David Russell Fjeldsted
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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Safe Bay Retirement Advisors
Series 63, Series 66
Kaysville, UT
Monson Wealth Management LLC
CFP®, Series 63, Series 66
Woods Cross, UT
Black Bridge Advisors, LLC
CFP®, Series 63, Series 66
Kaysville, UT
Kinnect Advisor Group, L.L.C.
Series 65
North Salt Lake, UT
Maximus Wealth Advisors
Series 63, Series 65
Farmington, UT
WMW Management, Inc.
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