David Blackston
Blackston Financial Advisory Group · The Villages, Florida
David Blackston is a fee-only financial advisor at Blackston Financial Advisory Group in The Villages, Florida. Blackston Financial Advisory Group reports charging a percentage of assets on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Blackston Financial Advisory Group |
|---|---|
| Based in | The Villages, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $332.8M across 1,832 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5458383 |
| Exams passed | Series 65 (2008) |
| Firm size | 17 employees |
| Disclosures | Reported; see the SEC record |
| Website | blackstonfinancialgroup.com |
| Profile |
How David's firm compares
- Blackston Financial Advisory Group's average account is about $182,000, from its Form ADV (assets managed divided by 1,832 accounts).
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Questions about David
Is David Blackston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Blackston Financial Advisory Group 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, Blackston Financial Advisory Group, reports charging a percentage of assets on its SEC Form ADV.
Does David work with clients virtually?
Yes. Blackston Financial Advisory Group says on its website that it works with clients remotely.
Where is David Blackston based?
David Blackston is based in The Villages, Florida.
Is David Blackston registered with the SEC?
Yes. David Blackston is registered as an investment adviser representative in FL (CRD 5458383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Blackston Financial Advisory Group manage?
Blackston Financial Advisory Group reports $332.8M across 1,832 accounts in assets under management.
How do I contact David Blackston?
Through David's website, blackstonfinancialgroup.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
- Blackston Financial Advisory Group 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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