PFS
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
823 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B
Fee Structure
Financial Planning:Included in AUM fee
This firm does not provide a fixed AUM fee schedule. Fees are likely negotiable. Contact the firm directly for specific fee information.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving
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Advisor Information
Office location
8315 Route 29, Suite 325, Fairfax, VA, 22031
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James Donald DavidRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Focus Partners Wealth, LLC
August 2025 - Present · 5 mos
Previous Registrations
David Wealth Management, LLC
July 2012 - August 2025 · 13 yrs 1 mo
Fbr Investment Management, INC.
January 2004 - May 2009 · 5 yrs 4 mos
Fbr Investment Management, INC.
May 2003 - December 2003 · 7 mos
Friedman Billings Ramsey Investment Management INC
June 2002 - April 2003 · 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.