# David Budnik

> David Budnik is a fee-only financial advisor at Carlyle Wealth Planning in Atlanta, Georgia. Carlyle Wealth Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-budnik/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Carlyle Wealth Planning
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **CRD:** 1750743 (https://adviserinfo.sec.gov/individual/summary/1750743)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1987)
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Carlyle Wealth Planning 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, Carlyle Wealth Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is David Budnik based?

David Budnik is based in Atlanta, Georgia.

### Is David Budnik registered with the SEC?

Yes. David Budnik is registered as an investment adviser representative in GA (CRD 1750743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact David Budnik?

Contact details aren't on file yet. Search for Carlyle Wealth Planning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1750743): 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

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