David Baines
Pantile Investments · Boulder, Colorado
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.
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Specialties
Facts
| Firm | Pantile Investments |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.9M across 29 accounts |
| SEC registration | Investment adviser representative in CO, IL · CRD 7337970 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.pantileinvestments.com |
| Profile |
How David's firm compares
- Pantile Investments's average account is about $65,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about David
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.
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
- Pantile Investments 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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