David Archibald
Colmina · Redmond, Washington
David Archibald is a fee-only financial advisor at Colmina in Redmond, Washington, who holds the CFA credential. David focuses on retirement planning, estate & legacy planning and tax planning. Colmina reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Colmina |
|---|---|
| Based in | Redmond, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $140.3M across 231 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 1362633 |
| Exams passed | Series 63 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.colmina.com |
How David's firm compares
- Colmina's average account is about $607,000, from its Form ADV (assets managed divided by 231 accounts).
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Questions about David
Is David Archibald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Colmina reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Colmina, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Archibald based?
David Archibald is based in Redmond, Washington.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does David Archibald hold?
David Archibald holds the CFA credential.
Is David Archibald registered with the SEC?
Yes. David Archibald is registered as an investment adviser representative in WA (CRD 1362633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colmina manage?
Colmina reports $140.3M across 231 accounts in assets under management.
How do I contact David Archibald?
Through David's website, www.colmina.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Colmina website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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