Advisor at Applied Capital Management, LLC
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Firm
Applied Capital Management, LLC
Location
Londonderry, NH 03053
Credentials
CFP®, CFA®, Series 66
Industry experience
16 years
David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.
Based on Applied Capital Management, LLC
Separate commissions and 12b-1 fees earned by related persons when implementing transactions as registered representatives or insurance agents
Consulting services billed hourly at up to $350/hour; hourly rate used for pro-rated refunds if terminated before plan delivery
Minimum fee: Up to $2,000 during the first year; up to $495 per year for annual review from year 2 onward Fee-only: Financial planning fees and consulting fees; planning fees up to $2,000 first year, annual $495 thereafter; consulting at $350/hour or negotiated
50 Nashua Road, Suite 200
Londonderry, NH 03053
Florida · Maine · Massachusetts · New Hampshire · Texas
LPL Financial
2020 - Present (6 years)
Applied Capital Management, Inc.
2015 - Present (11 years)
SagePoint Financial, Inc.
2015 - 2020 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 65
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