David Foster
Foster & Wood · Lake Oswego, Oregon
David Foster is a fee-only financial advisor at Foster & Wood in Lake Oswego, Oregon, who holds the CFP credential. David focuses on family wealth transfer, tax planning and estate & legacy planning. Foster & Wood reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Foster & Wood |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $218.7M across 222 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 4584178 |
| Exams passed | Series 63 (2002) · Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | fosterandwood.com |
| Profile |
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Questions about David
Is David Foster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Foster & Wood 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, Foster & Wood, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Foster based?
David Foster is based in Lake Oswego, Oregon.
What does David specialize in?
David's specialties include family wealth transfer, tax planning and estate & legacy planning. David works with multi-generational families.
What credentials does David Foster hold?
David Foster holds the CFP credential.
Is David Foster registered with the SEC?
Yes. David Foster is registered as an investment adviser representative in TX and WA (CRD 4584178), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Foster & Wood manage?
Foster & Wood reports $218.7M across 222 accounts in assets under management.
How do I contact David Foster?
Through David's website, fosterandwood.com.
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
- Foster & Wood website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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