# David Loveland

> David Loveland is a fee-only financial advisor at Loveland & Bastian Financial Services Group in Mt. Pleasant, South Carolina. Loveland & Bastian Financial Services Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-loveland/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Loveland & Bastian Financial Services Group
- **Based in:** Mt. Pleasant, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $84M across 170 accounts
- **CRD:** 2833903 (https://adviserinfo.sec.gov/individual/summary/2833903)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 63 (1997), Series 65 (1997)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is David Loveland a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Loveland & Bastian Financial Services 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, Loveland & Bastian Financial Services Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Loveland based?

David Loveland is based in Mt. Pleasant, South Carolina.

### Is David Loveland registered with the SEC?

Yes. David Loveland is registered as an investment adviser representative in SC (CRD 2833903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Loveland & Bastian Financial Services Group manage?

Loveland & Bastian Financial Services Group reports $84M across 170 accounts in assets under management.

### How do I contact David Loveland?

Contact details aren't on file yet. Search for Loveland & Bastian Financial Services Group.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2833903): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.