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
David Fjeldsted	Farmington, UT	33

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