# David Clarken

> David Clarken is a fee-only financial advisor at FWI Wealth Management in Atlanta, Georgia, who holds the CFA, CFP and EA credentials. David charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $5,000 a year and one-time plans from $3,850).

Page: https://find.wellspent.co/advisors/david-clarken/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** FWI Wealth Management
- **Based in:** Atlanta, Georgia
- **Fee model:** Percentage of assets; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; one-time plans from $3,850; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $60.4M across 94 accounts
- **Credentials:** CFA, CFP, EA
- **CRD:** 4075006 (https://adviserinfo.sec.gov/individual/summary/4075006)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (2010)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://fwiwealth.com

## Frequently asked questions

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

Yes. David Clarken is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

### How much does David charge?

According to FWI Wealth Management's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $3,850; 1% a year on the first tier of assets managed.

### Where is David Clarken based?

David Clarken is based in Atlanta, Georgia.

### What credentials does David Clarken hold?

David Clarken holds the CFA, CFP and EA credentials.

### Is David Clarken registered with the SEC?

Yes. David Clarken is registered as an investment adviser representative in GA (CRD 4075006), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does FWI Wealth Management manage?

FWI Wealth Management reports $60.4M across 94 accounts in assets under management.

### How do I contact David Clarken?

Through David's website, fwiwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39633): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (http://www.fwiwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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