Advisor at Sherpa Financial Guides, Inc.
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
Sherpa Financial Guides, Inc.
Location
Afton, VA
Credentials
ChFC®, Series 63, Series 66
Industry experience
13 years
David Cunningham is a ChFC® credentialed advisor with 13 years of industry experience. He is a principal at Sherpa Financial Guides, Inc. and also associated with AE Wealth Management, LLC. Outside of his advisory work, he owns and operates a farming business on his 70-acre property in Afton, VA, and provides personal tax return preparation and accounting services. Sherpa Financial Guides, Inc. offers investment advisory and financial planning services to individual and high-net-worth clients. The firm manages portfolios through discretionary and non-discretionary accounts and provides planning in areas including investment strategy, risk management, and estate planning.
Fixed fees for financial planning range from $100 to $1,200 per project
$0 - $99,999: 1.75% $100,000 - $249,999: 1.55% $250,000 - $499,999: 1.45% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.15% $2,000,000+: 0.85%
$75 - $250 per hour for financial planning services
Account minimum: $10,000 Fee-only: Financial planning fees: Hourly fees range from $75 - $250 per hour; Fixed fees range from $100 to $1,200 per project
Afton, VA
Virginia
AE Wealth Management, LLC
2017 - Present (9 years)
Sherpa Financial Guides, Inc.
2013 - Present (13 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.
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 63, Series 65
Staunton, VA
Well-Planned Financial LLC
Series 66
Waynesboro, VA
Klaren Capital
CFP®, Series 63, Series 65
Crozet, VA
Armstrong Financial, Inc.
CFP®
Crozet, VA
Oakleigh Wealth Services
Our process will clarify your financial picture and help you understand what’s possible. We’ll provide expert advice and ongoing support for aligning your time and money with your values. We believe in taking a simple, disciplined approach that minimizes fees, taxes, emotional biases, and conflicts of interest. What sets Oakleigh apart? -We take a holistic approach to your well-being. What does it matter if you have climbed the ladder, saved money on taxes, and made better investment decisions if you haven't answered the deeper questions of "why" and "for what purpose?" - We are retirement income specialists. Navigating the transition to retirement requires a different set of skills than what got you here. - We are tax planning experts. While you were working, you likely had very little control over the taxes you owed, but this changes in retirement when you have multiple sources of income and more control over the timing and amount of taxes you pay. - We are fiduciaries. We are held to a higher standard than many advisors or financial salespeople affiliated with banks, brokerages, or insurance companies. As an independent investment advisor, we only answer to our clients. - We are flat-fee-only. "Fee-only" means that we're paid directly by our clients with no hidden commissions or kickbacks for selling certain products. We also charge a flat fee, not a percentage of your assets under management. Managing a $3 million portfolio is no more difficult for us than one that's $1 million. So why should you pay three times as much? - We know Social Security and healthcare. We'll help you decide when to take Social Security and can help you navigate Medicare and how to plan for health and long-term care. Contact us for a free consultation. Whether or not we are the right advisor for you, I would love to learn about your situation and help you find a skilled advisor who is committed to the same values of integrity, transparency, and expertise.
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