David Dickerson
Clearview Financial Planning · Southold, New York
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.
Request an introduction to David →
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 | $37.9M across 41 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2443212 |
| Exams passed | Series 63 (1994) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
How David's firm compares
- Clearview Financial Planning's average account is about $924,000, from its Form ADV (assets managed divided by 41 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.