David Flores Wilson
Sincerus Advisory · New York, New York
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.
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Specialties
Facts
| Firm | Sincerus Advisory |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $222.0M across 582 accounts |
| Credentials | CEPA · CFA · CFP |
| SEC registration | Investment adviser representative in CA, NY · CRD 4253003 |
| Exams passed | Series 63 (2003) · Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sincerusadv.com |
| Profile |
How David Flores's firm compares
- Sincerus Advisory's average account is about $381,000, from its Form ADV (assets managed divided by 582 accounts).
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Questions about David Flores
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Sincerus Advisory 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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