Advisor at David N. Hainsworth, C.P.A., P.C.
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 N. Hainsworth, C.P.A., P.C.
Location
Fairfax, VA 22030
Credentials
CFP®, Series 63
Industry experience
9 years
David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.
Based on David N. Hainsworth, C.P.A., P.C.
Based on David N. Hainsworth, C.P.A., P.C.
Between $5,000 and $11,200 for financial plans
$0 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
$440 per hour
3950 University Drive Suite 207
Fairfax, VA 22030
Virginia
David N. Hainsworth, C.P.A., P.C.
1989 - Present (37 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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