Advisor at Rooted Planning 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
Rooted Planning LLC
Location
Mooresville, NC
Credentials
CFP®, ChFC®, Series 63
Industry experience
9 years
David Whitaker is a CFP® and ChFC® with nine years of industry experience. He is the principal of Rooted Planning LLC in Mooresville, NC, and has prior experience at Northwestern Mutual and Financial Analysis Inc. In addition to his advisory work, he is involved in tax preparation and consulting through Rooted Finances LLC. Rooted Planning LLC is an independent, state-registered investment adviser serving individual and high-net-worth clients, as well as charitable organizations, corporations, trusts, and estates. The firm offers discretionary portfolio management and fee-based financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities when appropriate.
$0 - $99,999: 1.50% $100,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $4,999,999: 0.80% $5,000,000+: 0.70%
Fee-only: Fixed engagement fee up to $5,000 for financial planning services, fees may be negotiable
Mooresville, NC
North Carolina · South Carolina
Rooted Finances LLC
2024 - Present (2 years)
Rooted Planning LLC
2022 - Present (4 years)
Financial Analysis Inc.
2022 - 2024 (2 years)
Northwestern Mutual Investment Management
2019 - 2022 (3 years)
Jimmy Cusimano
2019 - 2022 (3 years)
Northwestern Mutual Investment Services LLC
2017 - 2019 (2 years)
Richard D Owsik
2017 - 2019 (2 years)
David J Owsik
2017 - 2019 (2 years)
David J Owsik
2017 - 2017 (1 year)
Northwestern Mutual Wealth Management Company
2017 - 2019 (2 years)
Northwestern Mutual Investment Services LLC
2016 - 2017 (1 year)
Northwestern Mutual Investment Services LLC
2016 - 2019 (3 years)
Northwestern Mutual Life Insurance Company
2015 - 2017 (2 years)
Northwestern Mutual Life Insurance Company
2015 - 2017 (2 years)
University of North Carolina at Charlotte
2013 - 2017 (4 years)
University of North Carolina at Charlotte
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
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