David Kim
Advisor at Illumination Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Illumination Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Northglenn, CO
Credentials
CFP®
Industry experience
2 years
David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.
Based on Illumination Wealth Management
Based on Illumination Wealth Management
$0 - $2,000,000: 0.50% of net worth (Financial Life Management) $2,000,001 - $3,000,000: 0.40% of net worth (Financial Life Management) $3,000,001 - $5,000,000: 0.30% of net worth (Financial Life Management) $5,000,001 - $10,000,000: 0.20% of net worth (Financial Life Management) $10,000,001+: 0.10% of net worth (Financial Life Management) $0 - $500,000: 1.00% of adjusted gross income (Financial Life Management) $500,001 - $1,000,000: 0.80% of adjusted gross income (Financial Life Management) $1,000,001 - $2,000,000: 0.60% of adjusted gross income (Financial Life Management) $2,000,001+: 0.40% of adjusted gross income (Financial Life Management) $0 - $99,999: Flat fee $1,500 minimum (Investment Management) $100,000 - $249,999: 1.50% (Investment Management) $250,000 - $499,999: 1.35% (Investment Management) $500,000 - $999,999: 1.20% (Investment Management) $1,000,000 - $2,999,999: 1.00% (Investment Management) $3,000,000+: 0.90% (Investment Management)
Account minimum: $100,000 Minimum fee: Financial Life Management: Minimum quarterly fee $2,000; Investment Management: $1,500 minimum for accounts below $100,000; Pension Consulting: $500 minimum annual fee Fee-only: Fees are flat annual fixed fees and asset-based fees; no commissions accepted.
Northglenn, CO
Colorado
Illumination Wealth Management
2025 - Present (1 year)
IP Financial Advisory Services LLC
2024 - 2025 (1 year)
Greatstone Wealth LLC
2024 - 2025 (1 year)
Sharenett Securities Llc
2023 - 2023 (1 year)
Duffy Financial LLC
2020 - 2024 (4 years)
Sanders Maintenance & Snow Plowing
2018 - 2021 (3 years)
University of Cincinnati
2015 - 2019 (4 years)
CVS Pharmacy
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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