# David Flores Wilson

> David Flores Wilson is a fee-only financial advisor at Sincerus Advisory in New York, New York, who holds the CEPA, CFA and CFP credentials. David Flores focuses on estate & legacy planning and retirement planning. Sincerus Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Sincerus Advisory
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $222.0M across 582 accounts
- **Credentials:** CEPA, CFA, CFP
- **Specialties:** Estate & legacy planning, Retirement planning
- **CRD:** 4253003 (https://adviserinfo.sec.gov/individual/summary/4253003)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 63 (2003), Series 65 (2010)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://sincerusadv.com

## Frequently asked questions

### Is David Flores Wilson a fee-only financial advisor?

Yes. David Flores Wilson 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 Flores's firm.

### How does David Flores charge for financial advice?

David Flores's firm, Sincerus Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Flores Wilson based?

David Flores Wilson is based in New York, New York.

### What does David Flores specialize in?

David Flores's specialties include estate & legacy planning and retirement planning.

### What credentials does David Flores Wilson hold?

David Flores Wilson holds the CEPA, CFA and CFP credentials.

### Is David Flores Wilson registered with the SEC?

Yes. David Flores Wilson is registered as an investment adviser representative in CA and NY (CRD 4253003), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sincerus Advisory manage?

Sincerus Advisory reports $222.0M across 582 accounts in assets under management.

### How do I contact David Flores Wilson?

Through David Flores's website, sincerusadv.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45141): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://sincerusadv.com/): specialties, clients served, and fees, checked October 28, 2026

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