# David Dedman

> David Dedman is a fee-only financial advisor at Pulse Wealth in Lexington, Kentucky, who holds the ChFC credential. David charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $6,600 a year and no asset minimum) and focuses on equity compensation, flat-fee planning and tax planning.

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

## Facts

- **Firm:** Pulse Wealth
- **Based in:** Lexington, Kentucky
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,600 a year; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $50.1M across 223 accounts
- **Credentials:** ChFC
- **Specialties:** Equity compensation, Flat-fee planning, Tax planning, Retirement planning, Estate & legacy planning
- **Works with:** Executives, Tech employees, High earners
- **CRD:** 2392198 (https://adviserinfo.sec.gov/individual/summary/2392198)
- **SEC registration:** Investment adviser representative in FL, GA, KY, OH, TX
- **Exams passed:** Series 63 (1993), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://pulsewealth.co

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Pulse 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 charges a flat fee or retainer and an ongoing planning fee.

### How much does David charge?

According to Pulse Wealth's website, checked October 30, 2026: ongoing planning from $6,600 a year; no asset minimum.

### Where is David Dedman based?

David Dedman is based in Lexington, Kentucky.

### What does David specialize in?

David's specialties include equity compensation, flat-fee planning, tax planning, retirement planning and estate & legacy planning. David works with executives, tech employees and high earners.

### What credentials does David Dedman hold?

David Dedman holds the ChFC credential.

### Is David Dedman registered with the SEC?

Yes. David Dedman is registered as an investment adviser representative in FL, GA, KY, OH and TX (CRD 2392198), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pulse Wealth manage?

Pulse Wealth reports $50.1M across 223 accounts in assets under management.

### How do I contact David Dedman?

Through David's website, pulsewealth.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2392198): 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://pulsewealth.co/): 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.