David Childs
Spartan Planning · Greensboro, North Carolina
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.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | Spartan Planning |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $383.7M across 1,006 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, NC · CRD 5145179 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.spartanplanninggroup.com |
| Profile |
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Questions about David
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.
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
- Spartan Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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