David Isley
Abound Investments · Burlington, North Carolina
David Isley is a fee-only financial advisor at Abound Investments in Burlington, North Carolina. Abound Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Abound Investments |
|---|---|
| Based in | Burlington, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3M across 9 accounts |
| SEC registration | Investment adviser representative in NC · CRD 4532244 |
| Exams passed | Series 63 (2002) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.linkdin.com/in/financingyourfreedom |
| Profile |
How David's firm compares
- Abound Investments's average account is about $333,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about David
Is David Isley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Abound Investments 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, Abound Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Isley based?
David Isley is based in Burlington, North Carolina.
Is David Isley registered with the SEC?
Yes. David Isley is registered as an investment adviser representative in NC (CRD 4532244), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Abound Investments manage?
Abound Investments reports $3M across 9 accounts in assets under management.
How do I contact David Isley?
Through David's website, www.linkdin.com/in/financingyourfreedom.
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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