# David Dickerson

> David Dickerson is a fee-only financial advisor at Clearview Financial Planning in Southold, New York. Clearview Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-dickerson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Clearview Financial Planning
- **Based in:** Southold, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $37.9M across 41 accounts
- **CRD:** 2443212 (https://adviserinfo.sec.gov/individual/summary/2443212)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1994), Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Clearview Financial Planning 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, Clearview Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Dickerson based?

David Dickerson is based in Southold, New York.

### Is David Dickerson registered with the SEC?

Yes. David Dickerson is registered as an investment adviser representative in NY (CRD 2443212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clearview Financial Planning manage?

Clearview Financial Planning reports $37.9M across 41 accounts in assets under management.

### How do I contact David Dickerson?

Contact details aren't on file yet. Search for Clearview Financial Planning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2443212): 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

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