Commonwealth Financial Network
45yrs
Top advisor by experience in Newton
20yrs
David Dirks
Financial advisor at Plum Street Advisors
Based in Newton, Massachusetts, David Dirks is a fiduciary financial advisor with 20 years of industry experience. David joined Plum Street Advisors in 2017, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 109 advisors with offices in Newton, and one of 89 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
Office154 Wells Avenue Suite 3, Newton, MA 02459
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.44 million
Advisors at the firm6
States licensed ?1 state
Services through Plum Street Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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.
Career
- 2017 – nowPlum Street Advisors, LLCCurrent firm
Contact David
Local office(781) 514-5142Ask for David. (504) 517-5107Main office 154 Wells Avenue Suite 3Newton, MA 02459Office · Get directions LinkedIn pagePlum Street Advisors
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Questions to ask David
Tailored to David’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (781) 514-5142 or the Plum Street Advisors main office at (504) 517-5107, and ask for David Dirks.
How long has David been a financial advisor?
David has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.
What licenses does David hold?
Series 63, 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?
Plum Street Advisors reports being paid by a percentage of the assets they manage. 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.
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