# David Boothe

> David Boothe is a fee-only financial advisor at B.I.G. Investment Services in Dover, Delaware. David focuses on retirement planning, estate & legacy planning and tax planning. B.I.G. Investment Services reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-boothe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** B.I.G. Investment Services
- **Based in:** Dover, Delaware
- **Fee model (firm's Form ADV):** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $425.4M across 1,612 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4147880 (https://adviserinfo.sec.gov/individual/summary/4147880)
- **SEC registration:** Investment adviser representative in DE, TX
- **Exams passed:** Series 63 (2000), Series 65 (2009)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://abigplan.com/

## Frequently asked questions

### Is David Boothe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and B.I.G. Investment Services 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, B.I.G. Investment Services, reports charging a percentage of assets on its SEC Form ADV.

### Does David work with clients virtually?

Yes. B.I.G. Investment Services says on its website that it works with clients remotely.

### Where is David Boothe based?

David Boothe is based in Dover, Delaware.

### What does David specialize in?

David's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. David works with retirees and pre-retirees.

### Is David Boothe registered with the SEC?

Yes. David Boothe is registered as an investment adviser representative in DE and TX (CRD 4147880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does B.I.G. Investment Services manage?

B.I.G. Investment Services reports $425.4M across 1,612 accounts in assets under management.

### How do I contact David Boothe?

Through David's website, abigplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4147880): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.abigplan.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.