Advisor at Walsvick Wealth Management
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Firm
Walsvick Wealth Management
Location
Phoenix, AZ 85050
Credentials
Series 63, Series 65
Industry experience
13 years
David Walsvick is the sole advisor at Walsvick Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has managed his own firm since 2014 and serves as a Health Services Officer in the US Air Force Reserve. Additionally, he works as an accountant and tax preparer. Walsvick Wealth Management is a single-advisor independent firm serving individual and high-net-worth clients. The firm focuses on client-specific Investment Policy Statements and uses a primarily non-discretionary approach, integrating portfolio management with tax preparation, accounting, and insurance services.
Based on Walsvick Wealth Management
$1 - $100,000: 1.50% Above $100,000 - $500,000: 1.25% Above $500,000 - $1,000,000: 1.00% Above $1,000,000+: 0.75%
$200 per hour for financial planning services if no assets under management; $200 per hour for tax preparation specialty services
3823 E Daley Ln
Phoenix, AZ 85050
Arizona
Walsvick Wealth Management, LLC
2014 - Present (12 years)
US Air Force Reserve
2008 - Present (18 years)
David Walsvick, MS, CRTP
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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