A complete list of active advisors currently associated with David Russell Fjeldsted
Warmer can help you find a great advisor at David Russell Fjeldsted or one who fits your needs even better.
David R. Fjeldsted is a solo registered investment adviser that provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services include comprehensive consulting engagements, hourly planning, asset management using mutual funds and ETFs, and recommendations of third‑party money managers. The firm follows a strategic asset allocation, core‑and‑satellite approach combining passive index and actively managed funds and documents client objectives in investment policy statements; discretionary trading authority is used with client‑approved custodians while clients retain custody of assets. Account reviews are performed at least annually and the adviser may implement third‑party management and fee‑sharing arrangements when appropriate. What is distinctive is the adviser’s substantial involvement in real estate: he is a licensed real estate broker and developer with multiple LLC holdings and reports spending a significant portion of his time on real estate activities, including property management and brokerage services for which commissions may be earned. The brochure also notes licensure to sell fixed and indexed annuities and life/health insurance, a disclosed fee‑sharing arrangement with an external money manager, and states there have been no disciplinary actions in the past 25 years while directing readers to FINRA BrokerCheck for any earlier history.
To learn more about the advisors currently working at David Russell Fjeldsted, 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.
Name |
Location |
Years of experience |
|---|---|---|
Farmington, UT
| 33
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")