A complete list of active advisors currently associated with David De Koekkoek, CFP, EA

Warmer can help you find a great advisor at David De Koekkoek, CFP, EA or one who fits your needs even better.

The firm primarily advises individual clients and also works with trustees, estates, trusts, and charitable organizations. In addition to investment advice and financial planning focused on retirement and cash-flow management, the firm provides fee-for-service tax preparation and related business services, including bookkeeping and payroll for business clients. The firm’s investment approach emphasizes long-term investing with fundamental security analysis and a mix of mutual funds, ETFs, and selected individual securities; insurance products are reviewed at client request. Advisory services are delivered on a non-discretionary basis—clients must authorize transactions—and most client assets are custodied at a large broker-dealer (approximately 93% at Schwab Institutional). Notable differences from many peers include the adviser’s dual role as a Certified Financial Planner and Enrolled Agent, with roughly 60% of time devoted to a tax preparation and planning business that serves corporate and small-business clients. The firm generally charges hourly and fixed annual maintenance fees rather than relying on percentage-of-AUM billing, does not take custody of client assets, and has other business affiliations (including property-management interests) that are disclosed to clients.

To learn more about the advisors currently working at David De Koekkoek, CFP, EA, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.