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David Fritz Wirth

Advisor at Facet — Manassas, VA

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

25 years

Location

Manassas, VA

Facet logo

Facet

Multi-team

Total advisors

93

Across 88 offices

Clients per advisor

173 Very High

Avg AUM per client

$541,077 Typical

HNW client ratio

18% Typical

About

David Wirth is a CFP®-certified financial advisor at Facet with 25 years of industry experience. He has worked at several firms, including T. Rowe Price Advisory Services, TIAA-CREF, Savant Capital Management, and AAFMAA Wealth Management & Trust before joining Facet in 2017. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients across a range of wealth levels. The firm employs technology-driven, model-based asset allocations and offers a flat subscription fee structure that includes investment management services.

Client services

Based on Facet

Financial planning Portfolio management

Expertise

Based on Facet

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning

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Fee options

Subscriptions

Planning fees charged as annual flat membership fees usually billed quarterly or annually in advance, with a $300 enrollment fee for non-annual billing cycles (waivable during promotions).

Other

Account minimum: $500 initial purchase for investment accounts; $0 for financial planning services Fee-only: Financial planning fees generally range from $2,600 to $10,000 annually on a flat membership fee, subscription basis depending on the planning needs of the member. No separate investment management fee is charged as it is included in the planning fee.

Location

See office

Manassas, VA

Manassas VA

Advisors at this office

1

Most active in

Texas · Virginia

Work history

25 years of industry experience

Facet Wealth

2017 - Present • 9 years

Baltimore, MD

AAFMAA Wealth Management & Trust

2017 - 2017 • 1 year

Reston, VA

Savant Capital Management

2015 - 2017 • 2 years

Rockford, IL

TIAA-CREF

2010 - 2014 • 4 years

Fairfax, VA

T. Rowe Price Advisory Services, Inc.

2001 - 2010 • 9 years

Tampa, FL

Disclosures

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

Business activities & affiliations

user avatar

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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David H

CFA®, Series 65

Annandale, VA

Bishopsgate Investment Company

David Huddleston is a CFA® charterholder with 33 years of experience in the financial industry. He has been the sole advisor at Bishopsgate Investment Company since 1988. In addition to his advisory role, Huddleston is president and author of Capital Markets Evaluation Tools, Inc., a publishing company he founded to distribute Bishopsgate’s investment research. Bishopsgate Investment Company provides portfolio design and advisory services to wealthy individuals, corporations, institutions, pension plans, trusts, and foundations. The firm employs a structured investment approach combining fundamental research with stratified statistical sampling, emphasizing low turnover and a long-term orientation.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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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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