David Budnik
Carlyle Wealth Planning · Atlanta, Georgia
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.
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Facts
| Firm | Carlyle Wealth Planning |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| SEC registration | Investment adviser representative in GA · CRD 1750743 |
| Exams passed | Series 63 (1987) |
| Firm size | 3 employees |
| Disclosures | None reported |
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Questions about David
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.
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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