David Anderson Financial Planning, LLC is a different type of financial services firm.  We think you will find our philosophies and vision to be both refreshing and compelling. We provide financial and investment advice tailored to your individual goals and resources.  There are no products to purchase and no account minimums.  Thus, there are no conflicts of interest.


How We Work
We are unique in that we provide our services on an Hourly, Fee-Only basis.  Very few of the nation’s financial planning firms are structured this way.  Since there are no income or net worth minimums to meet, the scope of the engagement can be limited to the most pressing concerns or expanded to include a coordinated financial plan. The extent of the process is guided by the specific goals of each client.

What is Fee-Only?
Fee-Only firms are compensated directly and only by their clients.  They do not receive commissions from the sale of products or referral fees.  Unlike the majority of financial planners, David Anderson Financial Planning, LLC is compensated on a Fee-Only basis.  Our fees, like an attorney or accountant, are based on the amount of time spent evaluating the clients’ financial situation and meeting with them to provide specific recommendations.

Why Use David Anderson Financial Planning?

• Resources:  As a member of the Garrett Planning Network, Inc.  David Anderson Financial Planning, LLC has instant access to the knowledge and experience of over 250 like-minded financial advisors and allied industry professionals.  Clients benefit from our advisor’s independent, personalized advice, and the resources available via this international network of allied professionals.
• Independence: David Anderson Financial Planning, LLC is not affiliated with any bank, brokerage firm or insurance company.  As an independent, Fee-Only firm, we work solely for our clients.  We do not sell any products nor do we accept any commissions or referral fees.  Clients of David Anderson Financial Planning know that they are receiving truly independent advice, based on their goals, and not on the sale of insurance or investment products.  This places both the client and the advisor on the same side of the table.

Why Call Now?
Financial Planning is for everyone, not just the affluent.  So whether you are building assets for the future or seeking to preserve, protect and enjoy the wealth you have accumulated, we can assist in realizing your goals.

Recently Published "Investing in an Uncertain Economy For Dummies® provides investors with focused, individualized investment strategies that enable them to conquer indecision and protect and strengthen their current financial holdings. With advice from top independent financial advisors, empowered readers can make effective asset allocation decisions in the face of volatile markets.” David Anderson, CFA wrote Strategy #43, “Diversify Your Stock Portfolio by Valuation”.  The contribution shows the distinction between the “Growth” and “Value” styles of investing.  It goes on to point out some of the historical manias that have been associated with each style (remember the dot com boom and bust?).  Finally, David offers tips on how to find the right balance and avoid manias. [more]