Advisor at WorthWhile Wealth Council
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Firm
WorthWhile Wealth Council
Location
Johnson City, TN 37601
Credentials
CFP®, Series 63
Industry experience
33 years
David Maurice is a CFP® with 33 years of industry experience, currently serving as an advisor at WorthWhile Wealth Council. He has worked at Wealthwise Inc since 2002 and at 508 Princeton Road since 2022. WorthWhile Wealth Council is a fee-only wealth management firm serving individuals, high earners, people of high net worth, foundations, and retirement plan sponsors. The firm emphasizes a strategic, globally diversified multi-asset-class investment approach primarily using mutual funds and ETFs, combined with financial planning, discretionary portfolio management, and client education.
Based on WorthWhile Wealth Council
Financial planning services standalone fees typically range from $1,250 to $10,000; Planning Review and Portfolio Allocation services range from $1,250 to $5,000.
$250 per hour
Annual subscription fee of $1,000 billed quarterly ($250 per quarter) for clients under $100,000 RAUM.
Fee-only: Asset management fees typically 1.0% or 1.3% per year depending on service level; fees negotiable and included in advisory agreement; subscription fee $1,000 annually ($250 quarterly) for accounts under $100,000 RAUM until conversion to percentage of AUM.
508 Princeton Rd, Suite 301
Johnson City, TN 37601
Arizona · North Carolina · Tennessee · Virginia
508 Princeton Road
2022 - Present (4 years)
Wealthwise Inc
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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WorthWhile Wealth Council
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