David Gardner
Entree Wealth · Boulder, Colorado
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).
Request an introduction to David →
Specialties
Who they serve
- Founders
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 |
| SEC registration | Investment adviser representative in CO · CRD 5022709 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | entreewealth.com |
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
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
- Entree Wealth 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.
See something wrong? Request a correction. Read our methodology.