J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
27yrs
David Mar
Financial advisor at Arete Wealth Advisors
Based in San Francisco, California, David Mar is a fiduciary financial advisor with 27 years of industry experience. David joined Arete Wealth Advisors in 2009, after less than a year at Private Wealth Advisors and two years at Private Consulting Group. Arete Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 20% by experience in San Francisco
Office109 Olympia Way, San Francisco, CA 94131
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$484,172
Advisors at the firm145
States licensed ?1 state
Services through Arete Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2009 – nowArete Wealth Advisors, LLCCurrent firm
- Jan 2009 – Mar 2009Private Wealth Advisors, Inc.Previously
- 2006 – 2008Private Consulting Group, Inc.Previously
- 1999 – 2006Kestra Investment Services, LLCPreviously
Contact David
109 Olympia WaySan Francisco, CA 94131Office · Get directions Firm main line(312) 940-3684Headquarters: Arete Wealth Advisors · Chicago, IL
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Arete Wealth Advisors at (312) 940-3684 and ask for David Mar. David works from the San Francisco, CA office.
How long has David been a financial advisor?
David has been in the industry since 1999, about 27 years. Top 20% by experience in San Francisco.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Arete Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Delta Investment Management
47yrs
Top advisor by experience at Delta Investment Management
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
Raymond James & Associates
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco