# David Born

> David Born is a fee-only financial advisor at Private Financial Management LLC in Orinda, California, who holds the CFA and CFP credentials. Private Financial Management LLC reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-born/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Private Financial Management LLC
- **Based in:** Orinda, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $158.7M across 31 accounts
- **Credentials:** CFA, CFP
- **CRD:** 5091845 (https://adviserinfo.sec.gov/individual/summary/5091845)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://pfmpartner.com

## Frequently asked questions

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

Yes. David Born is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David's firm, Private Financial Management LLC, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is David Born based?

David Born is based in Orinda, California.

### What credentials does David Born hold?

David Born holds the CFA and CFP credentials.

### Is David Born registered with the SEC?

Yes. David Born is registered as an investment adviser representative in CA and TX (CRD 5091845), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Private Financial Management LLC manage?

Private Financial Management LLC reports $158.7M across 31 accounts in assets under management.

### How do I contact David Born?

Through David's website, pfmpartner.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46793): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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