David De Koekkoek, CFP, EA
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$70,221,749
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
136
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
136
Very HighAverage account size
$516,336
About
The firm primarily advises individual clients and also works with trustees, estates, trusts, and charitable organizations. In addition to investment advice and financial planning focused on retirement and cash-flow management, the firm provides fee-for-service tax preparation and related business services, including bookkeeping and payroll for business clients.
The firm’s investment approach emphasizes long-term investing with fundamental security analysis and a mix of mutual funds, ETFs, and selected individual securities; insurance products are reviewed at client request. Advisory services are delivered on a non-discretionary basis—clients must authorize transactions—and most client assets are custodied at a large broker-dealer (approximately 93% at Schwab Institutional).
Notable differences from many peers include the adviser’s dual role as a Certified Financial Planner and Enrolled Agent, with roughly 60% of time devoted to a tax preparation and planning business that serves corporate and small-business clients. The firm generally charges hourly and fixed annual maintenance fees rather than relying on percentage-of-AUM billing, does not take custody of client assets, and has other business affiliations (including property-management interests) that are disclosed to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
Retirement withdrawal strategies
Fee options
Annual account maintenance fee charged; specific amounts not provided
Up to $300 per hour depending on complexity; clerical costs at $50 per hour
Fee-only: Up to $300 per hour for financial planning/advisory services; clerical costs $50 per hour; annual account maintenance fee based on number and size of accounts (specific schedule not provided)
Main office location
David De Koekkoek, CFP, EA
12474 Central Suite A
Chino CA 91710-2603, United States
Number of offices
1
Most active in
David De Koekkoek, CFP, EA has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
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.
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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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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.
Forms ADV
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