David Zbonski, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers wealth management services to individuals, high‑net‑worth clients, trusts, estates and businesses, including discretionary investment management, retirement account advice, financial planning, and estate‑planning documents produced via a third‑party platform. Engagements cover portfolio construction and ongoing supervision, with the advisor able to use ETFs, mutual funds, individual securities, bonds and options to meet client objectives.
Portfolios are typically constructed with a long‑term, fundamental analysis approach and are implemented primarily with low‑cost, diversified ETFs and mutual funds while allowing tactical reallocation or shorter‑term trades when warranted. Like many peers, the firm charges fees based on assets under management for ongoing advisory services, but it also offers hourly financial planning engagements — an arrangement that is less common among firms in this category.
The adviser is newly formed and its principal continues to spend substantial professional time outside the advisory business, a factor prospective clients may consider when evaluating service capacity. The firm recommends custodians that provide technology and support and receives related economic benefits, and it permits supervised persons to trade the same securities as clients subject to written controls — operational features that may affect conflicts of interest and trade execution compared with many peers.
Client services
Expertise
Fee options
Estate planning services with a one-time fixed fee ranging from $500 to $3,500.
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.90%
Up to $350 per hour for financial planning services, negotiable based on complexity.
Fee-only: Financial planning services at hourly rates up to $350/hour, fees may be negotiable; estimate provided prior to engagement.
Main office
Maryville TN
Advisors at this office
1
Most active in
Illinois · Louisiana · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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