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David Fulton

Lodestar Financial Planning

David Fulton

Lodestar Financial Planning

David Fulton

Lodestar Financial Planning

Profession LogoFINANCIAL PLANNER

David Fulton is a financial planner with Lodestar Financial Planning, a financial planning practice providing hourly and on-going financial planning and advice in Colorado and across the country.

David provides financial advice and coaching to individuals and their families from all walks of life. He does not set minimum income or net worth requirements to engage in financial planning, investment consultation, or portfolio services.

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

Upon graduation, he was assigned as an officer in the United States Army where he 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 his 20-year military career he also served at the Department of State in Washington D.C. and the North American Aerospace Defense Command (NORAD) in Colorado Springs, giving him a broad and unique insight into the Department of Defense and Federal Service.

In 2014, at only 4 months old, David’s 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, he 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. His passion for solving these tough problems eventually led to his pursuit of a financial planning career where he could continue serving others while capitalizing on his many experiences.

David has earned a Bachelor of Science degree from the United States Military Academy at West Point and a Master of Arts in Economics from Vanderbilt University. He is a proud veteran and special needs parent and lives in Colorado Springs, Colorado with his wife Whitney and sons Avery, Bennett, and Hugh.

Firm Description

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 advisory 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.

Hours

Day From To
Monday 9:00 AM 6:30 PM
Tuesday 9:00 AM 6:30 PM
Wednesday 9:00 AM 6:30 PM
Thursday 9:00 AM 6:30 PM
Friday 9:00 AM 6:30 PM

Cost

What Is a Special Needs Planner?

Main Office

1880 Office Club Pointe
Suite 156
Colorado Springs, CO 80920

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts