Advisor at DLW Financial Management, 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
DLW Financial Management, LLC
Location
Maple Grove, MN
Credentials
Series 63, Series 66
Industry experience
12 years
David White is the sole advisor at DLW Financial Management, LLC, an independent firm based in Maple Grove, MN. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to founding DLW Financial Management in 2012, he was involved with Zurich Awes Financial Management, including offering non-variable insurance products in Minnesota and Wisconsin. DLW Financial Management provides asset management, financial planning, and pension consulting services to individuals, trusts, pension plans, and business clients. The firm focuses on individualized portfolio construction with continuous supervision, employing a range of investment vehicles and occasional use of more active strategies such as short sales and option writing.
Based on DLW Financial Management, LLC
Financial planning flat fees generally range from $1,250 to $20,000; pension consulting flat fees generally range from $750 to $10,000
$0 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000+: 1.00%
$300 for financial advisors
Account minimum: $100,000 Minimum fee: Minimum fee of $1,250 for written financial plans Fee-only: Financial planning hourly fees $300/hour; flat fees $1,250 to $20,000; pension consulting flat fees $750 to $10,000
Maple Grove, MN
Minnesota
DLW Financial Management, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
CFA®
Minnetonka, MN
Longship Advisers, LLC
Series 65
St. Louis Park, MN
Carson Capital
Series 63, Series 66
Plymouth, MN
MWM Wealth Advisory, LLC
Series 65
Minneapolis, MN
Bernstein Financial Advisory
Series 65
Long Lake, MN
Paratus Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")