Advisor at Ultimate Retirement Products, 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
Ultimate Retirement Products, Inc.
Location
Williamsburg, VA
Credentials
CFP®, Series 63
Industry experience
35 years
David McKnight is a CFP® with 35 years of experience in the financial services industry. He is the principal of Ultimate Retirement Products, Inc., an independent firm based in Williamsburg, VA, where he has worked since 2006. His prior experience includes roles at Fortune Financial Services, Inc. and operating as a sole proprietor under Planned Financial Consultants. Outside of his advisory work, he is a part owner of a nonprofit focused on dock maintenance. Ultimate Retirement Products, Inc. provides discretionary asset management and pension consulting services to individuals, high-net-worth clients, trusts, corporations, and qualified retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis for portfolio management and serves as both an ERISA 3(21) advisor and a 3(38) investment manager.
Based on Ultimate Retirement Products, Inc.
Based on Ultimate Retirement Products, Inc.
Flat fee range $100 - $100,000 for ERISA plan services based on complexity.
$0+: up to 2% annually (negotiable) $0+: up to 0.75% annually for annuity and life management (negotiable) $0+: up to 1.88% annually for ERISA plan services (negotiable) $0+: flat fee range $100 - $100,000 for ERISA plan services (based on complexity, negotiable)
Certain principals receive commissions as registered representatives and insurance agents (external compensation), not charged as advisory fees.
Account minimum: $20,000 Fee-only: Annual advisory fees based on assets under management or flat fee; no commissions charged by URP for advisory services.
Williamsburg, VA
California · Florida · New York · Virginia
Fortune Financial Services, Inc.
2015 - Present (11 years)
Ultimate Retirement Products, Inc.
2008 - Present (18 years)
Ultimate Retirement Products, Inc.
2006 - Present (20 years)
David McKnight Sole proprietor dba Planned Financial Consultants
1993 - Present (33 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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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