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David Michael Rhoads

Advisor at Interactive Financial Advisors — Manassas, VA

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Manassas, VA 20110

Interactive Financial Advisors logo

Interactive Financial Advisors

Multi-team

Total advisors

34

Across 27 offices

Clients per advisor

38 Low

Avg AUM per client

$183,947 Very Low

HNW client ratio

2% Very Low

About

David Rhoads is an investment advisor representative at Interactive Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Interactive Financial Advisors since 2005. He is also owner and broker of Rhoads Capital Group, Inc., an insurance sales business, and teaches tennis outside of his advisory work. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily utilizing ETFs and mutual funds, and supports its services with Modern Portfolio Theory, fundamental analysis, and risk profiling tools.

Client services

Based on Interactive Financial Advisors

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Interactive Financial Advisors

Annuities Long-term care insurance College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fee for financial planning services ranging from $48 to $7,500 (negotiable)

Percentage

$0 - $24,999: 0.95% - 2.45% (Non 403b Accounts); 1.02% – 2.52% (403b Accounts) $25,000 - $49,999: 0.90% - 2.40% (Non 403b Accounts); 0.97% – 2.47% (403b Accounts) $50,000 - $249,999: 0.80% - 2.30% (Non 403b Accounts); 0.87% – 2.37% (403b Accounts) $250,000 - $499,999: 0.71% - 1.91% (Non 403b Accounts); 0.72% – 1.92% (403b Accounts) $500,000 - $999,999: 0.62% - 1.82% (Non 403b Accounts); 0.57% – 1.77% (403b Accounts) $1,000,000+: 0.50% - 1.70% (Non 403b Accounts); 0.42% – 1.62% (403b Accounts) $1,000 - $24,999: 1.35% Legacy Service $25,000 - $49,999: 1.30% Legacy Service $50,000 - $249,999: 1.25% Legacy Service $250,000 - $499,999: 1.21% Legacy Service $500,000+: 1.00% Legacy Service

Commissions

Some Investment Adviser Representatives (IARs) are registered representatives and may receive commissions including 12b-1 fees from broker-dealers; insurance commissions also possible

Project-based

$100 to $400 per hour for financial consulting services (negotiable)

Other

Account minimum: $1,000 Minimum fee: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more in Invest With Trust; $12.50 per quarter for Legacy service accounts Fee-only: Fee-only independent financial adviser; portfolio management fees based on asset tiers as above; fixed fees for financial planning $48 to $7,500 (negotiable); hourly consulting $100 to $400 per hour (negotiable)

Location

See office

Manassas, VA

8859 Sudley Rd, Suite 102

Manassas VA 20110

Advisors at this office

1

Most active in

Virginia

Work history

31 years of industry experience

Fortune Financial Services, Inc

2013 - Present • 13 years

New Brighton, PA

Interactive Financial Advisors

2005 - Present • 21 years

Oakbrook, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David S

Series 65, Series 63, Series 7, AIF®, CMFC®

McLean, VA

Fedwise Advisors

David Setia, AIF, CMFC, is a financial advisor with LPL Financial in McLean, Virginia, holding Series 7, Series 65 and Series 63 credentials and over 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.

General retirement planning Retirement income strategy General tax planning General estate planning guidance Roth conversion strategy Retired Government Employee Approaching retirement Retired
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Girish G

Series 65

Chantilly, VA

Magnus Financials LLC

Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.

Business exit / sale strategy Founder/Business Owner Self-Employed
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David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Justin Z

Series 65

Vienna, VA

Solution Factory, LLC

Justin Zakia is a financial advisor at Solution Factory, LLC with a Series 65 designation and three years of industry experience. He has held positions at OrthoVirginia, Inc. and The GW Medical Faculty Associates before founding Solution Factory in 2022. Outside of financial advising, Zakia serves as Chief Executive Officer of Fairfax Radiology, LLC, a medical screening and diagnostic testing company. Solution Factory provides customized investment management and financial planning services to individuals, families, trusts, estates, and small businesses, emphasizing an asset-allocation approach informed by economic analysis and client-specific factors. The firm typically manages portfolios on a discretionary basis and offers periodic portfolio reviews and educational workshops for clients.

General tax planning Cash flow / budgeting
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Robert K

PFS™, Series 65

Fairfax, VA

Auburn Skies Financial Advisors

Robert Krueger is a financial advisor at Auburn Skies Financial Advisors with 20 years of industry experience. He holds a PFS™ designation and a Series 65 license. Prior to founding Auburn Skies Financial Advisors in 2025, he spent six years at Alexander Randolph Advisory Inc. and has been associated with Alexander Randolph Inc. since 2000, where he is also a partner and stockholder involved in tax and accounting services. Auburn Skies Financial Advisors is a fee-only registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, with an investment approach that combines passive and active strategies based on asset allocation and modern portfolio theory.

Business sale tax planning Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Bryan T

Series 65

Oak Hill, VA

Financial Solutions, LLC

Bryan Thomas is the sole advisor at Financial Solutions, LLC in Oak Hill, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Financial Solutions since 2018 and concurrently serves as Vice President at Jones Lang LaSalle, Inc., specializing in commercial real estate services. Financial Solutions provides comprehensive financial planning to individuals and families, covering areas such as cash flow, retirement, education funding, estate and tax considerations, and risk management. The firm emphasizes a long-term, passive investment approach with fundamental analysis, offering written financial plans and educational workshops while clients retain full discretion over implementation.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning
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