David Deffinbaugh
David Deffinbaugh is a registered investment advisor at Verus Capital Partners, LLC, based in Scottsdale, AZ, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David operates Deffinbaugh Financial Services, Inc. as a DBA for his LPL business and as an insurance agency, co-owns BD Properties LLC (real estate rental), is a non-profit board member for Cascade County Zoning Board of Adjustment, owns David Deffinbaugh, CPA PC (tax prep/accounting), and provides investment advisory services through Verus Capital Partners, LLC. He spends about half his time on Verus Capital Partners, LLC and nearly full-time on his CPA business.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Northwest Investment Advisors, INC
Northwest Investment Advisors, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Metropolitan Financial Services, INC.
Metropolitan Investment Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Wma Securities, INC.Broker
Washington Square Securities, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.