David Hultstrom
Financial Architects · Woodstock, Georgia
David Hultstrom is a fee-only financial advisor at Financial Architects in Woodstock, Georgia, who holds the CFP, ChFC and CFA credentials. David charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed and a $2,000,000 asset minimum).
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Facts
| Firm | Financial Architects |
|---|---|
| Based in | Woodstock, Georgia |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $2,000,000 asset minimum |
| Assets under management | $199.2M across 345 accounts |
| Credentials | CFP · ChFC · CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 1968772 |
| Exams passed | Series 63 (1998) · Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.financialarchitectsllc.com |
| Profile |
How David's firm compares
- Financial Architects's average account is about $577,000, from its Form ADV (assets managed divided by 345 accounts).
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Questions about David
Is David Hultstrom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Financial Architects 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 charges a percentage of assets and a one-time planning fee.
How much does David charge?
According to Financial Architects's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.
Where is David Hultstrom based?
David Hultstrom is based in Woodstock, Georgia.
What credentials does David Hultstrom hold?
David Hultstrom holds the CFP, ChFC and CFA credentials.
Is David Hultstrom registered with the SEC?
Yes. David Hultstrom is registered as an investment adviser representative in GA and TX (CRD 1968772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Architects manage?
Financial Architects reports $199.2M across 345 accounts in assets under management.
How do I contact David Hultstrom?
Through David's website, www.financialarchitectsllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Financial Architects website : specialties, clients served, and fees, checked October 30, 2026
- 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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