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David Hultstrom

Advisor at Financial Architects, LLC

Updated today

Location

Woodstock, GA 30188

Credentials

CFP®, CFA®, ChFC®, Series 63, Series 65

Industry experience

23 years

About

David Hultstrom is a financial advisor at Financial Architects, LLC in Woodstock, GA, with 23 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has been with Financial Architects since 2005. Financial Architects serves individuals, trusts, estates, and charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and project-based consulting. The firm’s investment approach is grounded in academic research and long-term strategic asset allocation, utilizing low-cost mutual funds and ETFs with factor tilts and modest alternative allocations.

Client services

Based on Financial Architects, LLC

Financial planning Portfolio management

Expertise

Based on Financial Architects, LLC

Passive / index investing Factor investing / smart beta Tax-loss harvesting Wealth management

Fee options

Fixed

Typically $6,000 for comprehensive financial planning services (may vary based on complexity)

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001+: 0.50% annually

Project-based

$500 per hour for general consulting services

Other

Account minimum: $2,000,000

Location

302 Creekstone Ridge

Woodstock, GA 30188

Most active in

Georgia · Texas

Work history

Financial Architects Llc

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William P

Series 63, Series 65

Roswell, GA

Vickery Creek Capital Management

Retirement income strategy Income planning General estate planning guidance Life insurance needs analysis Annuities Retired Founder/Business Owner Executive Approaching retirement Established Professionals
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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
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Elbert M

CFP®, ChFC®, Series 63

Atlanta, GA

McWilliams Financial Advisory Group LLC

Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.

General retirement planning General tax planning
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Timothy M

Series 63, Series 65

Alpharetta, GA

Morgan Capital Group LLC

Timothy Morgan is a financial advisor with Morgan Capital Group LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His background includes roles at Manpower Engineering, Morgan Joseph, and State Farm Insurance. He also maintains a licensed insurance practice involving the sale of insurance products. Morgan Capital Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm offers both discretionary and non-discretionary managed accounts and is noted for sponsoring a wrap-fee program while primarily managing non-discretionary assets. Their investment strategies are tailored to client objectives and include asset allocation, dollar-cost averaging, and technical analysis, with planning services available on a fixed-fee or hourly basis.

Annuities
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Marcus G

Series 63, Series 65

Canton, GA

Gustafsson Wealth Management, Inc.

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Lamont S

Series 66

Kennesaw, GA

Schumpert Investments, LLC

Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

Wealth management General retirement planning Income planning Long-term care insurance Self-Employed
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