David Hall
Stride Financial Planning · Madera, California
David Hall is a fee-only financial advisor at Stride Financial Planning in Madera, California. David charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $3,600 a year and no asset minimum) and focuses on equity compensation.
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Specialties
Who they serve
- Tech employees
- Mid-life transitions
Facts
| Firm | Stride Financial Planning |
|---|---|
| Based in | Madera, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in CA, WA · CRD 7584554 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stridefp.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 Hall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Stride Financial Planning 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 charges a flat fee or retainer and an ongoing planning fee.
How much does David charge?
According to Stride Financial Planning's website, checked October 30, 2026: ongoing planning from $3,600 a year; no asset minimum.
Does David work with clients virtually?
Yes. Stride Financial Planning says on its website that it works with clients remotely.
Where is David Hall based?
David Hall is based in Madera, California.
What does David specialize in?
David's specialties include equity compensation. David works with tech employees and mid-life transitions.
Is David Hall registered with the SEC?
Yes. David Hall is registered as an investment adviser representative in CA and WA (CRD 7584554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact David Hall?
Through David's website, www.stridefp.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
- Stride Financial Planning 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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