David Boone
Atlanta Wealth Management · Atlanta, Georgia
David Boone is a fee-only financial advisor at Atlanta Wealth Management in Atlanta, Georgia, who holds the CFP credential. Atlanta Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Atlanta Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.3M across 30 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 2156449 |
| Exams passed | Series 65 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.atlantawealth.com |
| Profile |
How David's firm compares
- Atlanta Wealth Management's average account is about $210,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about David
Is David Boone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Atlanta Wealth Management 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, Atlanta Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Boone based?
David Boone is based in Atlanta, Georgia.
What credentials does David Boone hold?
David Boone holds the CFP credential.
Is David Boone registered with the SEC?
Yes. David Boone is registered as an investment adviser representative in GA (CRD 2156449), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlanta Wealth Management manage?
Atlanta Wealth Management reports $6.3M across 30 accounts in assets under management.
How do I contact David Boone?
Through David's website, www.atlantawealth.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
- 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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