David Ballard
Champion Financial Planning Group · Annapolis, Maryland
David Ballard is a fee-only financial advisor at Champion Financial Planning Group in Annapolis, Maryland, who holds the CFP credential. Champion Financial Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Champion Financial Planning Group |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $80.4M across 110 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 2368226 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
How David's firm compares
- Champion Financial Planning Group's average account is about $731,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about David
Is David Ballard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Champion Financial Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Champion Financial Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Ballard based?
David Ballard is based in Annapolis, Maryland.
What credentials does David Ballard hold?
David Ballard holds the CFP credential.
Is David Ballard registered with the SEC?
Yes. David Ballard is registered as an investment adviser representative in MD (CRD 2368226), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Champion Financial Planning Group manage?
Champion Financial Planning Group reports $80.4M across 110 accounts in assets under management.
How do I contact David Ballard?
Contact details aren't on file yet. Search for Champion Financial Planning Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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