David Krist is a CFP-designated registered investment advisor at Millington Financial Advisors, LLC, based in Naperville, IL, with 12 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 171 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Millington Financial Advisors charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.00%. The fee is calculated quarterly, in advance, based on the value of your portfolio on the last business day of the previous quarter. Fees are negotiable. You can end investment management services at any time and receive a refund of any unearned fees.
Location
55 Shuman Blvd, Suite 1050, Naperville, IL, 60563
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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.
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David serves on the Board of Directors for Habitat for Humanity of Illinois, a non-profit entity, since 2015. He dedicates minimal time to this non-investment related activity and receives no compensation.
Employment History
Current Registrations
Millington Financial Advisors, LLC
Previous Registrations
Vantage Financial Partners Limited
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.