# David D'Alessandro

> David D'Alessandro is a fee-only financial advisor at Axiom Private Wealth in Charlotte, North Carolina, who holds the CFP credential. David focuses on tax planning and estate & legacy planning. Axiom Private Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Axiom Private Wealth
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $58.9M across 128 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning
- **Works with:** High earners
- **CRD:** 6085394 (https://adviserinfo.sec.gov/individual/summary/6085394)
- **SEC registration:** Investment adviser representative in MA, NC, NY
- **Exams passed:** Series 66 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.axiomprivatewealth.com/

## Frequently asked questions

### Is David D'Alessandro a fee-only financial advisor?

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

### Where is David D'Alessandro based?

David D'Alessandro is based in Charlotte, North Carolina.

### What does David specialize in?

David's specialties include tax planning and estate & legacy planning. David works with high earners.

### What credentials does David D'Alessandro hold?

David D'Alessandro holds the CFP credential.

### Is David D'Alessandro registered with the SEC?

Yes. David D'Alessandro is registered as an investment adviser representative in MA, NC and NY (CRD 6085394), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Axiom Private Wealth manage?

Axiom Private Wealth reports $58.9M across 128 accounts in assets under management.

### How do I contact David D'Alessandro?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6085394): 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://www.axiomprivatewealth.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.