David Dewolf is a CFP-designated registered investment advisor at Quantum Financial Advisors, LLC, based in El Segundo, CA, with 20 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, Charitable Giving, Estate Planning, Insurance Planning, and 3 more. Their firm serves 451 clients with $1.5B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are negotiable. The maximum combined fee for clients utilizing separately managed accounts and Quantum's fees will not exceed 1.30%. Financial Planning & Consulting is included in Comprehensive Portfolio Management for clients whose annual fee exceeds $15,000.
Fee Estimator
Contact
David Dewolf
Location
222 N. Pacific Coast Highway, El Segundo, CA, 90245
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
Quantum Financial Advisors, LLC
Previous Registrations
Abacus Wealth Partners
Quantum Wealth Management LLC
State Registrations2 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
David works with successful business owners and executives as their Personal CFO, ensuring they do not lose the wealth they've created.