Tel: 864-641-7955 100 Dunbar Street, Suite 110 Spartanburg, SC 29306
About David Treece
David embarked on his journey in the financial services sector in 2011, initially serving as an assistant at two prominent firms before ascending to the role of financial advisor. David earned a Bachelor of Science degree from Liberty University. Armed with a Series 65 securities exam certification and licensed in health and life insurance across Georgia, South Carolina, North Carolina, and Florida, David is committed to guiding his clients through the intricacies of retirement income and tax minimization planning. In 2018, David laid the cornerstone of Clients Excel, driven by a vision to deliver unparalleled financial planning experiences to his clientele. His unwavering dedication stems from a profound desire to help equip individuals with the tools and strategies necessary to navigate retirement successfully, sidestepping potential pitfalls along the way. At the heart of David's philosophy lies a steadfast commitment to the golden rule: treating others as he would wish to be treated. Continuously striving to enrich the financial literacy of his clients, David regularly disseminates invaluable insights through a widely subscribed weekly newsletter. To join the community of subscribers benefiting from his expertise, simply reach out to Hello@ClientsExcel.com. Through his newsletter, David endeavors to provide actionable insights tailored to fortify your retirement preparations. Beyond the realm of financial planning, his aspiration is for clients to stride confidently into a stable financial future. Beyond his professional pursuits, David finds joy and fulfillment in his role as a husband to Mallory and father to two young daughters, Amelia and Ansley, alongside their cherished rescue dog, Oscar. David is actively engaged in their church community, and serves on the board of directors at Oakbrook Preparatory School.
About Clients Excel Financial Planning
At Clients Excel, we believe in helping clients demystify the complexities of retirement planning and in finding the right strategy to their unique challenges. Retirement should a time of adventure and fun, not a time of stress and worry. Together, let's create a plan you can be confident in. We help good people make wise financial decisions so that the may excel in retirement with confidence.
While we always enjoy meeting in person, many of our clients choose to work with us remotely, and weve built strong relationships without ever meeting face to face.
That said, you are always welcome to visit us at one of our offices anytime.
Phone, Our Office, Our Offices, Email, Video Conference
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
$250,000
Compensation Methods:
Based on Assets
Minimum Fee Charged for Managed Accounts:
0
Minimum Fee Charged for Hourly Planning Accounts:
0
Firm Information
Advisor's Number of Clients:
183
Advisor's Number of Managed Clients:
109
Advisor's Number of Planning Clients:
109
Total Assets Under Management by Advisor:
72,472,179
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Investment advisory services offered only by duly registered individuals through Creative One Wealth, LLC. Creative One Wealth, LLC and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier.
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family.
Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser,
and operates through various subsidiaries and brands that provide financial education.
WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform.
WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or
financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
