David Owen
Advisor at Shipwright Advisors
Updated today
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
Shipwright Advisors
Location
Burlington, VT 05401
Credentials
Series 66
Industry experience
8 years
About
David Owen is a financial advisor at Shipwright Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, AXA Advisors, and Triad Advisors. In addition to advisory services, he provides non-advisory business strategy consulting. Shipwright Advisors serves individuals, high-net-worth clients, charitable organizations, and employer plan sponsors, offering investment management, financial planning, retirement plan consulting, and business strategy consulting. The firm’s investment approach combines passive and active strategies with a focus on modern portfolio theory and includes ERISA-related retirement plan services in both advisory and delegated manager roles.
Client services
Based on Shipwright Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Shipwright Advisors
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fee for Project-Based Financial Planning ranging from $1,000 to $5,000
$0 - $500,000: 0.80% $500,001 - $2,500,000: 0.60% $2,500,001+: 0.40%
Minimum fee: Recurring fixed fee paid monthly in advance ranging from $80 to $4,800, dependent on client needs and complexity Fee-only: Advisor is fee-only, receives compensation only from clients for advisory services
Location
50 Lakeside Ave #106
Burlington, VT 05401
Most active in
David O has reported serving >5 clients in these states in the last 12 months.
Ohio · Vermont
Work history
Shipwright Advisors, LLC
2024 - Present (2 years)
Private Client Services
2022 - 2023 (1 year)
Triad Advisors
2022 - 2022 (1 year)
Frazier Financial Advisors, LLC
2022 - 2023 (1 year)
Equitable Advisors
2017 - 2022 (5 years)
AXA Advisors llc
2017 - 2020 (3 years)
Charles Dinklâge
2017 - 2020 (3 years)
Dealer.com
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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