TrueAdvisor
TrueAdvisor
DW
CFA
DW
CFA

David Bontecou Wray

Catalyst Financial Partners
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Catalyst Financial Partners
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
328 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

St. Augustine, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Catalyst Financial Partners
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Klr Investment Advisors, LLC
April 2019 - March 2022 · 2 yrs 11 mos
State Registrations3 states
FLMATX
Advisor
Exams
No exam information available for this advisor.