# David Childs

> David Childs is a fee-only financial advisor at Spartan Planning in Greensboro, North Carolina, who holds the CFP credential. David focuses on retirement planning, estate & legacy planning and tax planning. Spartan Planning reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Spartan Planning
- **Based in:** Greensboro, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $383.7M across 1,006 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Founders (pre-exit)
- **Works with:** Founders, Executives, Retirees
- **CRD:** 5145179 (https://adviserinfo.sec.gov/individual/summary/5145179)
- **SEC registration:** Investment adviser representative in GA, NC
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.spartanplanninggroup.com

## Frequently asked questions

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

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

### Where is David Childs based?

David Childs is based in Greensboro, North Carolina.

### What does David specialize in?

David's specialties include retirement planning, estate & legacy planning, tax planning and founders (pre-exit). David works with founders, executives and retirees.

### What credentials does David Childs hold?

David Childs holds the CFP credential.

### Is David Childs registered with the SEC?

Yes. David Childs is registered as an investment adviser representative in GA and NC (CRD 5145179), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Spartan Planning manage?

Spartan Planning reports $383.7M across 1,006 accounts in assets under management.

### How do I contact David Childs?

Through David's website, www.spartanplanninggroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5145179): 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://spartanplanninggroup.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.