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David Cole Bundy

Dean Dorton Wealth Management, LLC

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About David Cole Bundy

David Cole Bundy is a registered Investment Advisor Representative with Dean Dorton Wealth Management, LLC. David has been in the financial services industry since 1999 and is currently licensed to provide investment advisory services in Kentucky. David holds the Series 65 license and is a President and CEO of Dean Dorton Allen Ford, PLLC, a CPA and consulting firm. David is also the manager of Dean Dorton Healthcare Solutions, LLC, which provides billing services to healthcare providers. David has a broad experience in the financial services industry and provides financial advice to high-net-worth individuals and other clients.

Firm Information

David Bundy is currently registered with Dean Dorton Wealth Management, LLC. Dean Dorton Wealth Management, LLC is an investment advisor registered with the SEC. The firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. They have approximately $36,454,466 in regulatory assets under management and serve a total of 72 accounts. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth, with 11 and 16 clients respectively.

$36.45M

Assets Under Management

4

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retainer services - financial advice

Retainer services - financial advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer fees

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David Bundy’s Registration & Firm History

KY

01/06/2024 - Present

Dean Dorton Wealth Management, LLC (LEXINGTON KY)

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Licenses & Designations

IA

Issued 05/31/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Cole Bundy.
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