David Bass
Decision Tree Advisor · Houston, Texas
David Bass is a fee-only financial advisor at Decision Tree Advisor in Houston, Texas, who holds the ChFC credential. David charges a percentage of assets and a one-time planning fee (one-time plans from $600 and 0.8% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Facts
| Firm | Decision Tree Advisor |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $600 · 0.8% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $2.0M across 14 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 2959394 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.decisiontreeadvisor.com |
How David's firm compares
- A one-time plan starts at $600, below the Texas median of $1,575 for fee-only firms that publish prices.
- Decision Tree Advisor's average account is about $142,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about David
Is David Bass a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Decision Tree Advisor 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 charges a percentage of assets and a one-time planning fee.
How much does David charge?
According to Decision Tree Advisor's website, checked October 30, 2026: one-time plans from $600; 0.8% a year on the first tier of assets managed; no asset minimum.
Where is David Bass based?
David Bass is based in Houston, Texas.
What does David specialize in?
David's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does David Bass hold?
David Bass holds the ChFC credential.
Is David Bass registered with the SEC?
Yes. David Bass is registered as an investment adviser representative in TX (CRD 2959394), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Decision Tree Advisor manage?
Decision Tree Advisor reports $2.0M across 14 accounts in assets under management.
How do I contact David Bass?
Through David's website, www.decisiontreeadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on tax planning
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
- Decision Tree Advisor 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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