# David Baines

> David Baines is a fee-only financial advisor at Pantile Investments in Boulder, Colorado. David focuses on tax planning and estate & legacy planning. Pantile Investments reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-baines/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pantile Investments
- **Based in:** Boulder, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.9M across 29 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 7337970 (https://adviserinfo.sec.gov/individual/summary/7337970)
- **SEC registration:** Investment adviser representative in CO, IL
- **Exams passed:** Series 65 (2020)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.pantileinvestments.com

## Frequently asked questions

### Is David Baines a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Pantile Investments 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, Pantile Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Baines based?

David Baines is based in Boulder, Colorado.

### What does David specialize in?

David's specialties include tax planning and estate & legacy planning.

### Is David Baines registered with the SEC?

Yes. David Baines is registered as an investment adviser representative in CO and IL (CRD 7337970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pantile Investments manage?

Pantile Investments reports $1.9M across 29 accounts in assets under management.

### How do I contact David Baines?

Through David's website, www.pantileinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7337970): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.pantileinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.