David Bonnichsen
Phoenix Financial Engineering · Baltimore, Maryland
David Bonnichsen is a fee-only financial advisor at Phoenix Financial Engineering in Baltimore, Maryland. Phoenix Financial Engineering reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Phoenix Financial Engineering |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $12.5M across 26 accounts |
| SEC registration | Investment adviser representative in MD · CRD 6021950 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.phoenixfe.com |
| Profile |
How David's firm compares
- Phoenix Financial Engineering's average account is about $481,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about David
Is David Bonnichsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Phoenix Financial Engineering 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, Phoenix Financial Engineering, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Bonnichsen based?
David Bonnichsen is based in Baltimore, Maryland.
Is David Bonnichsen registered with the SEC?
Yes. David Bonnichsen is registered as an investment adviser representative in MD (CRD 6021950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phoenix Financial Engineering manage?
Phoenix Financial Engineering reports $12.5M across 26 accounts in assets under management.
How do I contact David Bonnichsen?
Through David's website, www.phoenixfe.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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
- Phoenix Financial Engineering 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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