# David Gordon

> David Gordon is a fee-only financial advisor at Gordon Asset Management in West Palm Beach, Florida. David focuses on family wealth transfer and small business owners. Gordon Asset Management reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-gordon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Gordon Asset Management
- **Based in:** West Palm Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $128.9M across 40 accounts
- **Specialties:** Family wealth transfer, Small business owners
- **Works with:** Founders
- **CRD:** 4180887 (https://adviserinfo.sec.gov/individual/summary/4180887)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.gordonasset.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Gordon Asset Management 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, Gordon Asset Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is David Gordon based?

David Gordon is based in West Palm Beach, Florida.

### What does David specialize in?

David's specialties include family wealth transfer and small business owners. David works with founders.

### Is David Gordon registered with the SEC?

Yes. David Gordon is registered as an investment adviser representative in TX (CRD 4180887), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gordon Asset Management manage?

Gordon Asset Management reports $128.9M across 40 accounts in assets under management.

### How do I contact David Gordon?

Through David's website, www.gordonasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4180887): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.gordonasset.com/): specialties, clients served, and fees, checked October 30, 2026

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