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David Nystrom

Advisor at Thurston Springer Advisors

Updated today
Thurston Springer Advisors logo

Firm

Thurston Springer Advisors

Location

Richmond, VA 23221

Credentials

Series 63, Series 65

Industry experience

26 years

About

David Nystrom is a financial advisor at Thurston Springer Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Burgess Partners, LLC and Wells Fargo Advisors Financial Network LLC. He serves as treasurer for the Longwood University Trust and is a board member of the Brookfield Foundation, a nonprofit organization. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis through wrap fee programs and third-party managers.

Client services

Based on Thurston Springer Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Thurston Springer Advisors

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Thurston Springer Advisors

Founder/Business Owner Executive

Fee options

Fixed

One-time fixed fees for limited-scope ERISA engagements ($1,500-$10,000) and flat annual fees ($5,000-$25,000) for fiduciary services

Percentage

$0 - $1,000,000: 0.10% to 1.00% $1,000,000 - $5,000,000: 0.10% to 0.70% $5,000,000 - $10,000,000: 0.10% to 0.50% $10,000,000 - $25,000,000: 0.01% to 0.25%

Commissions

Advisors may receive commissions for insurance product sales through affiliated broker-dealer

Project-based

Hourly consulting fees may be charged for additional services; amounts not specifically stated

Other

Account minimum: $25,000 Minimum fee: Minimum dollar fees range from $500 to $5,000 depending on asset level Fee-only: One-time fees from $1,500 to $10,000; flat annual fees from $5,000 to $25,000; asset-based fees 0.10% to 0.50% for ERISA fiduciary services

Location

4211 Dover Road 2nd Floor

Richmond, VA 23221

Most active in

Texas · Virginia

Work history

Thurston Springer Financial

2025 - Present (1 year)

Burgess Partners, Llc

2012 - 2025 (13 years)

Wells Fargo Advisors Financial Network LLC

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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