# David Harpool

> David Harpool is a fee-only financial advisor at Avid Planning in St. Petersburg, Florida. Avid Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-harpool/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Avid Planning
- **Based in:** St. Petersburg, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $58.5M across 223 accounts
- **CRD:** 4205173 (https://adviserinfo.sec.gov/individual/summary/4205173)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.investavid.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Avid 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's firm, Avid Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Harpool based?

David Harpool is based in St. Petersburg, Florida.

### Is David Harpool registered with the SEC?

Yes. David Harpool is registered as an investment adviser representative in FL and TX (CRD 4205173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Avid Planning manage?

Avid Planning reports $58.5M across 223 accounts in assets under management.

### How do I contact David Harpool?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4205173): 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

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