David Clarken
FWI Wealth Management · Atlanta, Georgia
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).
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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 | $60.4M across 94 accounts |
| Credentials | CFA · CFP · EA |
| SEC registration | Investment adviser representative in GA · CRD 4075006 |
| Exams passed | Series 63 (2010) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | fwiwealth.com |
| Profile |
How David's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Georgia median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,850, above the Georgia median of $2,000 for fee-only firms that publish prices.
- FWI Wealth Management's average account is about $642,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- FWI Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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