David Marlin
Advisor at Balance Wealth
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.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
One-time financial planning fees typically range from $500 to $10,000; ongoing financial planning fees typically range from $588 to $7,200 per year
$0+: 0.40% +: up to 1.20%
Work history
Balance Wealth
2025 - Present (1 year)
Agdeavor Investments
2018 - Present (8 years)
FlightSafety Services Corp.
2018 - Present (8 years)
Bolt Financial Group, Inc
2018 - Present (8 years)
L3 Technologies
2013 - 2018 (5 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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Series 66
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CFP®, Series 66
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Sarah C
Series 66
Springfield, OH
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Todd B
Series 63, Series 66
Springfield, OH
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Aaron J
ChFC®, Series 66
Beavercreek, OH
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Darrien K
CFP®, Series 66
Fairborn, OH
Edward Jones
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