CFP
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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Cornelius James 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 →Other Business Activities
Cornelius works as an academic coach and tutor at Private Prep, dedicating minimal time to this role. He is also an opera singer at the John F. Kennedy Center for the Performing Arts, spending about a quarter of his time in this capacity for four months of the year.
Employment History
Current Registrations
Focus Partners Wealth, LLC
August 2025 - Present · 5 mos
Previous Registrations
David Wealth Management, LLC
August 2020 - August 2025 · 5 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.