Dave Wilder

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About Dave Wilder

As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook.

As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master's in Tax Law (MST) from Villanova University and is a CFP^®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave's background and experience includes:

- 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service.

- Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association.

- Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired

- Five-Star Advisor through Paladin Registry

- 2008 Reuters Top Advisor

- Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States.

Villanova University Bachelor of Science, Accounting

Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

10-19

CRD#

2063597

Firm CRD#

174434

States Licensed in

OH, KY, IL, IN, FL, TN, TX, CA, CO, AZ

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee. He is a CERTIFIED FINANCIALPLANNER^" and Certified Trust and Financial Advisor with thirty years of professional investment management and financial planning experience. He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background also includes the College for Financial Planning and the Cannon Financial Institute.

He began his career with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor along with facilitating the creation of a new managed account service. His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry. He retired his service on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization.

Work with the following types of clients

Non-Profit Organizations, Individual Investors

Advisory Services Provided

Financial Advice & Consulting

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, Accredited Investment Fiduciary® (AIF), Certified Trust and Financial Advisor (CTFA)

Securities Licenses

Series 65, (Not needed as an RIA)

Financial Organization Memberships

Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$1,000,000,000

Assets Managed by Advisor

$1,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$5,000

Compensation Methods

Based on Assets, Flat Fee

Additional Details on Charges

Fees vary depending on the service level provided, but typically average less than 1%.

Education

Bachelor's of Science - Accounting

Villanova University
September 1985 -May 1989

Master's - Taxation

Villanova University
September 1996 - April 2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1815835/paladinregistry-Total-Wealth-Planning-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Total Wealth Planning