David Deller
Deller Wealth Management · Royal Oak, Michigan
David Deller is a fee-only financial advisor at Deller Wealth Management in Royal Oak, Michigan, who holds the AAMS and CFP credentials. David charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and 1.25% a year on the first tier of assets managed).
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Facts
| Firm | Deller Wealth Management |
|---|---|
| Based in | Royal Oak, Michigan |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $21.9M across 160 accounts |
| Credentials | AAMS · CFP |
| SEC registration | Investment adviser representative in MI · CRD 5927055 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | dellerwealthmanagement.com |
| Profile |
How David's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Michigan median of $3,000 for fee-only firms that publish prices.
- Deller Wealth Management's average account is about $137,000, from its Form ADV (assets managed divided by 160 accounts).
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Questions about David
Is David Deller a fee-only financial advisor?
Yes. David Deller 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 and an ongoing planning fee.
How much does David charge?
According to Deller Wealth Management's website, checked October 28, 2026: ongoing planning from $3,000 a year; 1.25% a year on the first tier of assets managed.
Where is David Deller based?
David Deller is based in Royal Oak, Michigan.
What credentials does David Deller hold?
David Deller holds the AAMS and CFP credentials.
Is David Deller registered with the SEC?
Yes. David Deller is registered as an investment adviser representative in MI (CRD 5927055), 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 Deller Wealth Management manage?
Deller Wealth Management reports $21.9M across 160 accounts in assets under management.
How do I contact David Deller?
Through David's website, dellerwealthmanagement.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
- Deller 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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