David Hobbs
Hobbs Wealth Management · Zionsville, Indiana
David Hobbs is a fee-only financial advisor at Hobbs Wealth Management in Zionsville, Indiana, who holds the CFP credential. David charges a percentage of assets, a one-time planning fee and hourly fees (one-time plans from $3,000 and $450 an hour) and focuses on tax planning, estate & legacy planning and small business owners.
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Specialties
Who they serve
- Founders
Facts
| Firm | Hobbs Wealth Management |
|---|---|
| Based in | Zionsville, Indiana |
| Fee model | Percentage of assets · One-time planning fee · Hourly |
| Fees (firm's website) | One-time plans from $3,000 · $450 an hour · 1.45% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $146.7M across 631 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, LA, TX · CRD 5004505 |
| Exams passed | Series 63 (2007) · Series 66 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.hobbswealth.com |
| Profile |
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Questions about David
Is David Hobbs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Hobbs Wealth Management 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 one-time planning fee and hourly fees.
How much does David charge?
According to Hobbs Wealth Management's website, checked October 30, 2026: one-time plans from $3,000; $450 an hour; 1.45% a year on the first tier of assets managed.
Where is David Hobbs based?
David Hobbs is based in Zionsville, Indiana.
What does David specialize in?
David's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). David works with founders.
What credentials does David Hobbs hold?
David Hobbs holds the CFP credential.
Is David Hobbs registered with the SEC?
Yes. David Hobbs is registered as an investment adviser representative in IN, LA and TX (CRD 5004505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hobbs Wealth Management manage?
Hobbs Wealth Management reports $146.7M across 631 accounts in assets under management.
How do I contact David Hobbs?
Through David's website, www.hobbswealth.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
- Hobbs Wealth Management 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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