David Huff
DW Huff Advisory · Chalmette, Louisiana
David Huff is a fee-only financial advisor at DW Huff Advisory in Chalmette, Louisiana, who holds the PFS credential. David focuses on tax planning. DW Huff Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Specialties
Facts
| Firm | DW Huff Advisory |
|---|---|
| Based in | Chalmette, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.5M across 8 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in LA · CRD 4423458 |
| Exams passed | Series 63 (2006) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | dwhuff.com |
How David's firm compares
- DW Huff Advisory's average account is about $188,000, from its Form ADV (assets managed divided by 8 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Huff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and DW Huff Advisory 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, DW Huff Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Huff based?
David Huff is based in Chalmette, Louisiana.
What does David specialize in?
David's specialties include tax planning.
What credentials does David Huff hold?
David Huff holds the PFS credential.
Is David Huff registered with the SEC?
Yes. David Huff is registered as an investment adviser representative in LA (CRD 4423458), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does DW Huff Advisory manage?
DW Huff Advisory reports $1.5M across 8 accounts in assets under management.
How do I contact David Huff?
Through David's website, dwhuff.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
- DW Huff Advisory 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.
See something wrong? Request a correction. Read our methodology.