David Harrington
Hillcrest Financial Group · Thousand Oaks, California
David Harrington is a fee-only financial advisor at Hillcrest Financial Group in Thousand Oaks, California, who holds the CFP and ChFC credentials. Hillcrest Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Hillcrest Financial Group |
|---|---|
| Based in | Thousand Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $567.8M across 1,100 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, TX · CRD 5990750 |
| Exams passed | Series 66 (2012) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hillcrestfinancialgroup.com |
| Profile |
How David's firm compares
- Hillcrest Financial Group's average account is about $516,000, from its Form ADV (assets managed divided by 1,100 accounts).
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Questions about David
Is David Harrington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Hillcrest Financial Group 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, Hillcrest Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Harrington based?
David Harrington is based in Thousand Oaks, California.
What credentials does David Harrington hold?
David Harrington holds the CFP and ChFC credentials.
Is David Harrington registered with the SEC?
Yes. David Harrington is registered as an investment adviser representative in CA and TX (CRD 5990750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hillcrest Financial Group manage?
Hillcrest Financial Group reports $567.8M across 1,100 accounts in assets under management.
How do I contact David Harrington?
Through David's website, www.hillcrestfinancialgroup.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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