David Witz
Advisor at RPA Financial, LLC
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
RPA Financial, LLC
Location
Fort Mill, SC
Credentials
Series 63, Series 65
Industry experience
10 years
About
David Witz is a financial advisor with RPA Financial, LLC in Fort Mill, SC, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has been with RPA Financial since 2019 and is the majority owner of Fiduciary Risk Assessment LLC, a company that develops web-hosted fiduciary compliance tools for the retirement industry. RPA Financial provides investment advisory and management services exclusively to plan sponsors and entities offering employee retirement benefits. The firm manages approximately $7.99 billion in retirement assets across about 29 plans, combining fundamental analysis with allocations to passive and active managers while supporting plan sponsors through investment policy preparation, performance monitoring, and participant education.
Fee options
Fixed fees according to individual arrangement, often with partial payment in advance
$0 - $1,000,000: 2.0% annually $1,001,000 - $2,000,000: 1.50% annually $2,000,001+: 1.00% annually
Hourly consulting fees generally will not exceed $350/hour
Fee-only: Hourly consulting fees up to $350/hour; Fixed fees based on individual arrangements
Location
Fort Mill, SC
Most active in
David W has reported serving >5 clients in these states in the last 12 months.
South Carolina
Work history
RPA Financial, LLC
2019 - Present (7 years)
Fiduciary Risk Assessment
2004 - Present (22 years)
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 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.
Is not active or affiliated with:
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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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My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.
Robert D
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