# David Faulk

> David Faulk is a fee-only financial advisor at Montage Financial Advisors in Lehi, Utah, who holds the CFP and CPA credentials. Montage Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-faulk/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Montage Financial Advisors
- **Based in:** Lehi, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $100.1M across 114 accounts
- **Credentials:** CFP, CPA
- **CRD:** 5021007 (https://adviserinfo.sec.gov/individual/summary/5021007)
- **SEC registration:** Investment adviser representative in CA, TX, UT
- **Exams passed:** Series 65 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://montageadvisors.com

## Frequently asked questions

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

Yes. David Faulk 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, Montage Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Faulk based?

David Faulk is based in Lehi, Utah.

### What credentials does David Faulk hold?

David Faulk holds the CFP and CPA credentials.

### Is David Faulk registered with the SEC?

Yes. David Faulk is registered as an investment adviser representative in CA, TX and UT (CRD 5021007), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Montage Financial Advisors manage?

Montage Financial Advisors reports $100.1M across 114 accounts in assets under management.

### How do I contact David Faulk?

Through David's website, montageadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45931): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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