David Emery
Waverly Advisors, LLC · Philadelphia, Pennsylvania
David Emery is a fee-only financial advisor at Waverly Advisors, LLC in Philadelphia, Pennsylvania, who holds the CDFA, CFP and CLU credentials. David focuses on family wealth transfer. Waverly Advisors, LLC reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Waverly Advisors, LLC |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $29.87B across 35,709 accounts |
| Credentials | CDFA · CFP · CLU · CPA · CPA/PFS · MBA · AEP · CAP · MSFP · CKA |
| SEC registration | Investment adviser representative in PA · CRD 4587012 |
| Exams passed | Series 66 (2002) |
| Firm size | 414 employees |
| Disclosures | None reported |
| Website | waverly-advisors.com |
How David's firm compares
- Waverly Advisors, LLC's average account is about $837,000, from its Form ADV (assets managed divided by 35,709 accounts).
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Questions about David
Is David Emery a fee-only financial advisor?
Yes. David Emery is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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's firm, Waverly Advisors, LLC, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is David Emery based?
David Emery is based in Philadelphia, Pennsylvania.
What does David specialize in?
David's specialties include family wealth transfer. David works with ultra high net worth.
What credentials does David Emery hold?
David Emery holds the CDFA, CFP, CLU, CPA, CPA/PFS, MBA, AEP, CAP, MSFP and CKA credentials.
Is David Emery registered with the SEC?
Yes. David Emery is registered as an investment adviser representative in PA (CRD 4587012), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Waverly Advisors, LLC manage?
Waverly Advisors, LLC reports $29.87B across 35,709 accounts in assets under management.
How do I contact David Emery?
Through David's website, waverly-advisors.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
- Waverly Advisors, LLC 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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