Advisor at Gci Financial Group
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
Gci Financial Group
Location
Mendham, NJ 07945
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
David Spiegel is a Certified Financial Planner (CFP®) with 31 years of industry experience. He is currently with Gci Financial Group and has previously worked at Lantern Wealth Advisors, APS Pension and Financial Services, and AXA Advisors. In addition to his advisory work, he is a licensed insurance agent offering fixed life and long-term care insurance, as well as corporate health insurance through various providers. Gci Financial Group is an SEC-registered investment adviser serving individuals, families, trusts, pension, and corporate clients with tailored portfolio management and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis and offers strategies including derivatives for selected clients, with ongoing account supervision and regular reviews.
Based on Gci Financial Group
Flat fees range from $500 to $2,500 for financial planning and consultation services
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for financial planning and consultation services
Account minimum: $300,000 Minimum fee: Minimum fee of $500 for written financial plans (negotiable) Fee-only: Financial planning and consultation fees charged on hourly or flat fee basis; hourly fee $250, flat fees range from $500 to $2,500
5 Cold Hill Road South, Suite 23
Mendham, NJ 07945
New Jersey
Gci Financial Group
2025 - Present (1 year)
Lantern Wealth Advisors, LLC
2020 - 2025 (5 years)
APS Pension and Financial Services Inc
2018 - 2020 (2 years)
Axa Advisors, Llc
1999 - 2018 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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