David Hodges is a CFP-designated registered investment advisor at Integra Wealth, based in Chattanooga, TN, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 214 clients with $84M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees over $5 million are negotiable.
Fee Estimator
Contact
David Hodges
Location
101 W. 21st Street, Chattanooga, TN, 37408
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 →Employment History
Current Registrations
Integra Wealth
Previous Registrations
Guardian Wealth Management, INC.
State Registrations3 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.
Exams
Additional Information
Clients require a professional relationship with all of their professional advisors (Accountant, Attorney, Insurance Agent, etc.) that puts their concerns, goals, values, and dreams at the center all the time. My role is to lead the professional advisor team.