David Francis
Advisor at Andersen
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 Francis is a CFP® professional at Andersen with one year of industry experience. He previously worked at Andersen Tax LLC and Sullivan Bruyette Speros and Blaney LLC. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.
Client services
Based on Andersen
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on Andersen
General retirement planning
General tax planning
Wealth management
Private / alternative investments
Real estate investing
Fee options
$0 - $10 million: 1.00% annually $10 million - $20 million: 0.75% annually $20 million - $35 million: 0.50% annually $35 million - $50 million: 0.35% annually $50 million+: Negotiable
Hourly charges vary depending on nature of work and personnel; billed at Andersen's standard hourly rates (not specifically stated)
Fee-only: Annual fixed fees (negotiable) and hourly fees (varies by service and personnel)
Location
1861 International Drive, Suite 501
Mclean, VA 22102
Most active in
David F has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Andersen Tax LLC
2018 - Present (8 years)
Sullivan Bruyette Speros and Blaney LLC
2017 - 2018 (1 year)
Andersen Tax LLC
2014 - 2017 (3 years)
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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