David Harpool
Avid Planning · St. Petersburg, Florida
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.
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Facts
| Firm | Avid Planning |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $58.5M across 223 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 4205173 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.investavid.com |
How David's firm compares
- Avid Planning's average account is about $263,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about David
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.
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
- 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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