David Huebner
CFP®
Huebner Financial Planning
Financial Advisor
David Huebner
CFP®
Huebner Financial Planning
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Huebner, CFP®
Fee-Only financial planner located in Fargo, ND, serving clients locally and across the country
David Huebner is a Fargo, ND fee-only financial advisor serving clients locally and across the country. Huebner Financial Planning provides comprehensive financial planning and investment management to help young families and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Huebner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
David is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
David has been in financial services for over 9 years and has seen many facets of the financial planning industry. He decided to branch off and forge his own way in the financial planning industry in 2021 as a Fee-Only Financial Planner. With his experience, he decided that being able to act as a fiduciary towards his clients instead of a salesman, results in the best long-term outcome for his clients - they can be confident they are receiving genuine advice, without alternative motives, from a fee-only firm without sales related compensation.
David is from Fargo, ND, and attended North Dakota State University. He and his wife, Katie, have one son with hopes to grow the family in the near future.
In his free time, David tries to spend as much time outside as possible during North Dakota's short seasons of nice weather. He can be found at the lake, on the golf course, grilling (year-round) or doing something in the yard.
David Huebner is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
David enjoys working with young families and business owners who have multiple competing financial goals. Clients are often conflicted between paying off debt while buying a house, saving for retirement, starting a family and/or running a business all at the same time. Income can be sporadic, but expenses are constant and evolving. David helps clients transform their financial goals into reality so they can focus on what matters most to them such as growing their family or business.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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David Huebner is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David Huebner is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact David Huebner
Office Locations:
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Fargo, ND 58104
