Advisor at Musser Financial Planning, LLC
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
Musser Financial Planning, LLC
Location
Scottsdale, AZ
Credentials
CFP®, Series 63
Industry experience
17 years
David Musser is a CFP® with 17 years of industry experience and the principal advisor at Musser Financial Planning, LLC since 2018. He previously worked at Financial Engines from 2016 to 2018. Musser is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Musser Financial Planning, LLC advises individual and high-net-worth clients on investment management and comprehensive financial planning, including taxes, retirement, insurance, education, and estate reviews. The firm employs long-term trading, fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios and incorporates both asset-based and fixed or hourly planning fee structures.
Based on Musser Financial Planning, LLC
Based on Musser Financial Planning, LLC
$1 - $150,000: 1.60% $150,001 - $550,000: 1.25% $550,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,000+: 0.50%
Commissionable insurance products sold by the principal as an independent insurance agent
$150/hour for financial planning services
On-going financial planning fees up to $2,500 annually, billed monthly or quarterly (negotiable)
Account minimum: $150,000 Fee-only: Hourly fee for financial planning: $150/hour; Fixed fees for on-going financial planning up to $2,500 annually (negotiable)
Scottsdale, AZ
Arizona
N/a
2018 - 2018 (1 year)
Musser Financial Planning, LLC
2018 - Present (8 years)
Financial Engines
2016 - 2018 (2 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.
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