David T. Mayes

Founder at Three Bearings Fiduciary Advisors, Inc.

David T. Mayes

David T. Mayes

Founder at Three Bearings Fiduciary Advisors, Inc.

Overview
Career Highlights

Three Bearings Fiduciary Advisors, Inc.

RelSci Relationships

781

Number of Awards

4

Relationships
RelSci Relationships are individuals David T. Mayes likely has professional access to. A relationship does not necessarily indicate a personal connection.

Tax & Accounting Specialist at Three Bearings Fiduciary Advisors, Inc.

Relationship likelihood: Strong

Client Service Specialist at Three Bearings Fiduciary Advisors, Inc.

Relationship likelihood: Strong

Director & Secretary at Three Bearings Fiduciary Advisors, Inc.

Relationship likelihood: Average

Associate Financial Planner at Three Bearings Fiduciary Advisors, Inc.

Relationship likelihood: Average

Partner Advisor at AdvicePeriod LLC

Relationship likelihood: Average

Former Founding Partner at Dowling & Yahnke LLC

Relationship likelihood: Average

Managing Partner at Mariner Wealth Advisors Nyc LLC

Relationship likelihood: Average

Former Chief Investment Officer at JFS Wealth Advisors LLC

Relationship likelihood: Average

Senior Wealth Advisor at Frontier Wealth Management LLC

Relationship likelihood: Average

Trustee at Large at Foundation for Financial Planning, Inc.

Relationship likelihood: Average

Paths to David T. Mayes
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David T. Mayes
Founder at Three Bearings Fiduciary Advisors, Inc.
Education
PhD Candidate
Class of 1995

The University of Tennessee (also referred to as the University of Tennessee, Knoxville, UT Knoxville, UT, or UTK) is a public sun-grant and land-grant university headquartered at Knoxville, Tennessee, United States. Founded in 1794, two years before Tennessee entered the Union as the 16th state, it is the flagship institution of the statewide University of Tennessee system with nine undergraduate colleges and eleven graduate colleges and hosts almost 28,000 students from all 50 states and more than 100 foreign countries.

Master of Arts in Economics
Class of 1990

UNH is a vibrant place: a land-, sea-, and space-grant university located in Durham, N.H., Concord, N.H. and Manchester, NH.

Bachelor of Science in Economics
Class of 1989

UIC is a major research university offering the cultural, business and entertainment opportunities you can only find in a world-class city. As one of the top 200 research-funded institutions in the world, UIC faculty discover the things that others teach. Choose from 15 academic colleges including the UIC College of Medicine-the largest in the nation-which educates one in six Illinois physicians. With nearly 2,574 instructional faculty members, there is one faculty member to every 11 students, which allows for a more personal learning experience. What's more, 75 percent of tenured faculty members teach undergraduate courses and 83 percent of full-time instructional faculty have earned a PhD or equivalent. But it's not all work and no play at UIC... Our 16,911 undergrads and 10,669 graduate and professional students make up one of the most diverse student bodies in the United States. Whether living in residence halls, near campus or commuting, you'll find there's always something interesting going on, from social events, clubs, sororities and fraternities, to two state-of-the-art fitness centers, and more-not to mention everything Chicago has to offer just minutes away. And at UIC, we take our sports seriously. The UIC Flames compete in 18 NCAA Division 1 sports and have won a total of 38 conference championships. There's a wide range of intramural teams and sports clubs for students to join.

Memberships
Member
Current

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Member
Current

WE PROVIDE NETWORKING OPPORTUNITIES, EDUCATION, BUSINESS DEVELOPMENT, AND ADVOCACY TO PROMOTE THE PROFESSIONAL SUCCESS OF FEE-ONLY, COMPREHENSIVE FINANCIAL ADVISORS.

Member
Current

NAEA WILL ADVANCE THE RECOGNITION OF ENROLLED AGENTS AND ENHANCE THE PROFESSIONAL GROWTH OF OUR MEMBERS THROUGH PROMOTION, MEMBER SUPPORT, ADVOCACY AND EDUCATION.

Career History
Founder
2016 - Current

Three Bearings Fiduciary Advisors is a fee-only financial planning and investment management firm in southern New Hampshire. As certified financial planner (CFP) practitioners working as fee-only financial advisors their only compensation is the fee paid by their client. They provide financial planning services and investment advice on behalf of their clients' best interest.

Faculty Member
1998 - 1999

A leader in innovative teaching and learning, Kennesaw State University offers more than 150 undergraduate, graduate and doctoral degrees to its more than 35,000 students. With 13 colleges on two metro Atlanta campuses, Kennesaw State is a member of the University System of Georgia and the third-largest university in the state. The university's vibrant campus culture, diverse population, strong global ties and entrepreneurial spirit, draw students from throughout the region and from 92 countries across the globe. The university’s alumni network is 100,000 strong. A Carnegie-designated doctoral institution, it is one of the 50 largest public institutions in the country.

Financial Consultant
Prior - 2004
Awards & Honors
2018
Chartered Retirement Plan Specialist
2016
Investment Adviser Certified Compliance Professional
2007
CFP (Certified Financial Planner)
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