Advisor at Mount Ararat Financial Services 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
Mount Ararat Financial Services LLC
Location
Washington, DC
Credentials
CFP®
Industry experience
1 year
David Nanigian is a CFP® professional with one year of industry experience, currently serving as the sole advisor at Mount Ararat Financial Services LLC in Washington, DC. His prior experience includes roles at the CFP Board and academic positions at San Diego State University and California State University, Fullerton. Mount Ararat Financial Services provides financial planning and portfolio advisory services primarily to individual and high-net-worth Armenian-American clients. The firm employs a non-discretionary investment approach based on Strategic Asset Allocation and Modern Portfolio Theory, offering fixed, subscription, and hourly fee structures rather than percentage-of-assets fees.
Based on Mount Ararat Financial Services LLC
Based on Mount Ararat Financial Services LLC
Investment Fund Selection Service: $95 per fund; Comprehensive Financial Plan Development Service: $1,795 to $2,995
$265 to $295 per hour for Hourly Financial Advice
Ongoing Financial Planning Service quarterly subscription: $1,795 to $2,995 per quarter
Fee-only: Comprehensive Financial Plan Development Service: $1,795 to $2,995; Ongoing Financial Planning Service (quarterly subscription): $1,795 to $2,995 per quarter; Hourly Financial Advice: $265 to $295 per hour; Investment Fund Selection Service: $95 per fund
Washington, DC
District of Columbia
Mount Ararat Financial Services LLC
2024 - Present (2 years)
CFP Board
2022 - 2024 (2 years)
San Diego State University
2020 - 2022 (2 years)
California State University, Fullerton
2016 - 2020 (4 years)
Na
2016 - 2016 (1 year)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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