DW
CFP
DW
CFP

David Fritz Wirth

24 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fixed/Hourly
Firm Size
53 advisors
Number of Clients
12,392 clients
Average Client Portfolio
$312K average
Assets Under Management
$3.9B

Fee Structure

Financial Planning:Included in AUM fee
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Location

400 East Pratt Street, 8th Floor, Baltimore, MD, 21202

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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
Facet
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Savant Capital Management
January 2015 - August 2017 · 2 yrs 7 mos
Tiaa-Cref Advice and Planning Services
August 2010 - November 2014 · 4 yrs 3 mos
T. Rowe Price Advisory Services, INC.
April 2001 - July 2010 · 9 yrs 3 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
David Fritz Wirth - Financial Advisor | TrueAdvisor