# David Gardner

> David Gardner is a fee-only financial advisor at Entree Wealth in Boulder, Colorado, who holds the CFP, EA and MS credentials. David charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on tax planning, small business owners and founders (pre-exit).

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

## Facts

- **Firm:** Entree Wealth
- **Based in:** Boulder, Colorado
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Credentials:** CFP, EA, MS
- **Specialties:** Tax planning, Small business owners, Founders (pre-exit)
- **Works with:** Founders
- **CRD:** 5022709 (https://adviserinfo.sec.gov/individual/summary/5022709)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://entreewealth.com

## Frequently asked questions

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

Yes. David Gardner 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 charges a percentage of assets and an ongoing planning fee.

### How much does David charge?

According to Entree Wealth's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is David Gardner based?

David Gardner is based in Boulder, Colorado.

### What does David specialize in?

David's specialties include tax planning, small business owners and founders (pre-exit). David works with founders.

### What credentials does David Gardner hold?

David Gardner holds the CFP, EA and MS credentials.

### Is David Gardner registered with the SEC?

Yes. David Gardner is registered as an investment adviser representative in CO (CRD 5022709), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact David Gardner?

Through David's website, entreewealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/53010): 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
- The firm's website (https://entreewealth.com/): specialties, clients served, and fees, checked October 28, 2026

---

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