David Fulton-Financial Planner

David Fulton-Financial Planner David Fulton is a Colorado Springs, CO fee-only financial planner providing Hourly and On-Going Financial Planning and Investment Management.

Virtual or In-Person; proudly serving clients locally and across the county Many people believe that financial planning is only for the wealthy; the reality is most anyone can benefit from a well-crafted financial plan, regardless of age or income level. We believe that everyone deserves Competent, Trustworthy, and Affordable advice. We are Lodestar Financial Planning; a fee-only financial advisor

y practice located in beautiful Colorado Springs, Colorado. Unlike most other fee-only firms, we don’t require you to have an investment account under our management. That’s right; while we do offer asset management services, we do not require a certain amount of assets for planning or investment advice. Rather, we provide investment advice within a financial planning context. As a fee-only practice we do not sell investment or insurance products, nor do we receive commissions or any compensation from third parties, we simply charge for our time. Our plans are tailored to the needs of our clients and we do not impose a minimum fee for our advice. Our services are accessible to people just starting on their financial journey, growing families, pre-retirees, do-it-yourselfers, and anyone in need of a one-time review, second opinion, periodic advice, or ongoing financial coaching.

Address

7035 Campus Drive, Suite 907
Colorado Springs, CO
80920

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17196850600

Website

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About David

As the son of a bush pilot, I spent a unique and exciting childhood overseas in Africa and Haiti. After returning to the United States, I decided to pursue a career of adventure and service and earned an appointment to the United States Military Academy at West Point.

Upon graduation, I was assigned as an officer in the United States Army where I served a successful and rewarding career as an Armor Officer, commanding Soldiers at all levels from Platoon to Battalion, including four combat tours in Iraq and Afghanistan. During my military career I also served at the Department of State in Washington D.C. and the North American Aerospace Defense Command (NORAD) in Colorado Springs, giving me a broad and unique insight into the Department of Defense and Federal Service.

In 2014, at only 4 months old, my youngest son was diagnosed with a severe and catastrophic form of epilepsy called Dravet Syndrome. Through the struggles of caring for a medically fragile child, I was forced to learn how to navigate the complexities of coordinating insurance, government benefits, and the many financial pressures facing parents of children with disabilities. My passion for solving these tough problems eventually led to my pursuit of financial planning as a career where I could continue serving others while capitalizing on my many experiences.

I have earned a Bachelor of Science degree from the United States Military Academy at West Point and a Master of Arts degree in Economics from Vanderbilt University. I am a proud veteran and special needs parent. I live in Colorado Springs, Colorado with my wife Whitney and sons Avery, Bennett, and Hugh.