David Hefty is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Auburn, IN, with 26 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,077 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CX Institutional charges a percentage of the value of your investments, and this fee is negotiable up to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and your servicing needs. Clients also pay a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services.
Location
200 East 7th Street, Auburn, IN, 46706
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved in several business activities, including Acacia Ranch, Inc. (a family business farming 65 acres), Hefty Farms, LLC (owning 65 acres), Hefty Real Estate, LLC (owning a commercial rental property), VestPro (an owner of CX Institutional, LLC for tax purposes), and 3:16 Real Estate, LLC (real estate rental). These activities require minimal time commitment.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
LPL Financial LLC
Hefty Wealth Partners
LPL Financial LLCBroker
LPL Financial LLC
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Edward JonesBroker
State Registrations1 state
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.