David Hammer
Hammer Advisory Services · Woodbury, Minnesota
David Hammer is a fee-only financial advisor at Hammer Advisory Services in Woodbury, Minnesota, who holds the CFP and ChFC credentials. David charges a percentage of assets, a flat fee or retainer and hourly fees ($200 an hour) and focuses on retirement planning and flat-fee planning.
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Specialties
Facts
| Firm | Hammer Advisory Services |
|---|---|
| Based in | Woodbury, Minnesota |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Fees (firm's website) | $200 an hour |
| Accepting new clients | Yes |
| Assets under management | $56.8M across 131 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MN · CRD 2919908 |
| Exams passed | Series 63 (1997) · Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hammeradvisory.com |
How David's firm compares
- The hourly rate is $200, below the US median of $300 for fee-only firms that publish prices.
- Hammer Advisory Services's average account is about $433,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about David
Is David Hammer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Hammer Advisory Services 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 percentage of assets, a flat fee or retainer and hourly fees.
How much does David charge?
According to Hammer Advisory Services's website, checked October 30, 2026: $200 an hour.
Where is David Hammer based?
David Hammer is based in Woodbury, Minnesota.
What does David specialize in?
David's specialties include retirement planning and flat-fee planning.
What credentials does David Hammer hold?
David Hammer holds the CFP and ChFC credentials.
Is David Hammer registered with the SEC?
Yes. David Hammer is registered as an investment adviser representative in MN (CRD 2919908), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hammer Advisory Services manage?
Hammer Advisory Services reports $56.8M across 131 accounts in assets under management.
How do I contact David Hammer?
Through David's website, www.hammeradvisory.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
- Hammer Advisory Services 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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