G
Graham
David

Trusted finance consultancy for individuals and institutions.

I help clients clarify financial goals and implement disciplined strategies — from personalized investment plans to risk management and digital-asset strategies. Practical advice, measurable outcomes, and uncompromising transparency.

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  • 20+
    Years experience
  • 23K+
    Satisfied clients
  • 51
    Jurisdictions licensed
Graham David Fullerton
Graham David Fullerton
Dually Registered Investment Advisor & Broker

Employed by Charles Schwab & Co., Inc., I specialize in portfolio construction, risk management, and digital-asset strategies designed to help clients reach long-term goals.

SEC adviser & FINRA broker — impartial guidance with full disclosures.

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About

My practice is built on clear communication, rigorous analysis, and actionable plans. I work with individuals, families, and institutional clients to build durable portfolios that reflect each client's goals, timeline and risk tolerance. Whether you're focused on wealth preservation, growth, retirement planning, or entering digital assets, I provide measurable guidance and maintain a client-first fiduciary approach.

Mission

Deliver practical investment solutions that balance risk and return while preserving client capital and time horizon.

Philosophy

Simple processes, repeatable frameworks, and disciplined risk controls — applied consistently to produce dependable outcomes.

Services

Comprehensive offerings tailored to clients at different stages of wealth and needs.

Investment Advisory

Discretionary and non-discretionary advisory solutions with clear benchmarks and risk controls.

Financial Planning

Goal-driven plans: retirement, education, tax-aware strategies and cashflow modeling.

Risk Management

Stress-tested portfolio allocations, downside protection techniques and periodic rebalancing.

Digital Assets

Strategic, research-backed exposure to crypto and tokens within a risk-managed framework.

Each engagement begins with a discovery session, followed by a documented plan, and regular reviews to keep your strategy aligned to life changes.

Why choose us

A partnership built on trust, transparency and measurable results.

Client-First Fiduciary Duty
We prioritize your interests and disclose conflicts openly and promptly.
Data-Driven Decisions
Strategies grounded in analysis with clear performance metrics and documented risk controls.
Experienced Guidance
Two decades of practical experience across markets and portfolios.
Clear Communication
No jargon — straightforward explanations, timely reporting, and regular strategy reviews.

Client testimonials

“Working with Graham transformed how I approach investing — clearer goals, steadier returns, and better peace of mind.”

— Mary O., Pilot

“Professional, disciplined, and transparent. We’ve seen consistent improvements since our engagement.”

— Davis T., Trader

Frequently asked questions

How do you charge for advisory services?
Fee structures vary — from flat planning fees to assets-under-advisement. We discuss and document fees upfront during our discovery call.
Do you manage crypto investments?
Yes. We offer tailored exposure to digital assets when appropriate, always with clear risk controls and allocation limits.
What does onboarding look like?
Onboarding begins with a discovery conversation, a formal engagement letter, data gathering, and a first strategy session where we present a documented plan.
How often do you review portfolios?
We typically review quarterly, with ad-hoc meetings for significant market events or life changes.

Get in touch

If you’re ready to explore a tailored financial strategy, schedule a discovery conversation. I welcome both individual and institutional inquiries.

Request a discovery call
Please include a brief description of your goals and preferred contact method.