David Bush
Private Client Advisor Group · Palm City, Florida
David Bush is a fee-only financial advisor at Private Client Advisor Group in Palm City, Florida. Private Client Advisor Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Private Client Advisor Group |
|---|---|
| Based in | Palm City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $110M across 391 accounts |
| SEC registration | Investment adviser representative in KS · CRD 5537832 |
| Exams passed | Series 66 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.privateclientadvisor.net |
How David's firm compares
- Private Client Advisor Group's average account is about $281,000, from its Form ADV (assets managed divided by 391 accounts).
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Questions about David
Is David Bush a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Private Client Advisor Group 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, Private Client Advisor Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Bush based?
David Bush is based in Palm City, Florida.
Is David Bush registered with the SEC?
Yes. David Bush is registered as an investment adviser representative in KS (CRD 5537832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Client Advisor Group manage?
Private Client Advisor Group reports $110M across 391 accounts in assets under management.
How do I contact David Bush?
Through David's website, www.privateclientadvisor.net.
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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