American Wealth Management
47yrs
Top advisor by experience in Alpharetta
20yrs
Based in Alpharetta, Georgia, David Elder is a fiduciary financial advisor with 20 years of industry experience. David joined Merit Financial Advisors in 2009, after two years at AMG Financial Strategies. Merit Financial 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 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors in Alpharetta
Office11675 Rainwater Drive, Suite 625, Alpharetta, GA 30009
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$897,421
Advisors at the firm289
States licensed ?2 states
Services through Merit Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- 2009 – nowMerit Financial AdvisorsCurrent firm
- 2007 – 2009AMG Financial Strategies, Inc.Previously
Contact David
(678) 867-7050Merit Financial Advisors main office 11675 Rainwater Drive, Suite 625Alpharetta, GA 30009Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Merit Financial Advisors at (678) 867-7050 and ask for David Elder. David works from the Alpharetta, GA office.
How long has David been a financial advisor?
David has been in the industry since 2007, about 20 years. More experience than 60% of advisors in Alpharetta.
What licenses does David hold?
Series 66. 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?
Merit Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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.
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