VETTED

David Treece

Tel: 864-641-7955 100 Dunbar Street, Suite 110 Spartanburg, SC 29306

About David Treece

David began his career in financial services in 2011 and has spent over a decade helping people navigate the complexities of retirement. After gaining experience at two firms, he founded Clients Excel in 2018 with a clear mission:

To help good people make wise financial decisions so they can excel in retirement with confidence.

Many individuals approach retirement with uncertainty around income, taxes, and market risk. David serves as a guide, helping clients simplify these decisions and avoid costly mistakes through thoughtful planning and clear strategies.

He holds a Bachelor of Science from Liberty University, is a Series 65 investment adviser, and is licensed in health and life insurance across multiple states.

David also shares ongoing insights through a weekly newsletter designed to bring clarity and perspective to retirement planning.

Outside of his work, David enjoys life with his wife Mallory, their daughters Amelia and Ansley, and their rescue dog Oscar. He is active in his church and serves on the board 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.

See Disclosures

General Information

Firm Start Year:

2018

No. of Employees:

2-4 Employees

Insurance License#:

16387893

States Licensed in:

I can do business in all states.

Communities served:

I can work with clients in all states.

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.

Number of Years with Current Firm:

Work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided:

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Qualifications & Memberships

Insurance and Annuity Licenses:

Annuity, Accident, Health, Disability, Long Term Care, Life

Services

Investment Types:

Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

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:

Minimum Fee Charged for Hourly Planning Accounts:

Firm Information

Advisor's Number of Clients:

183

Advisor's Number of Managed Clients:

109

Advisor's Number of Planning Clients:

109

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.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893725/wiseradvisor-clients-excel-financial-planning-detailed-disclosure.html

Disclaimer

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.

15 Years of Experience

CRD# 7174240 Firm CRD# 281213Insurance License# 16387893Series: 65

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 5:00 PM

Tuesday9:00 AM - 5:00 PM