# David Jackson

> David Jackson is a fee-only financial advisor at Del Mar Wealth Management in Del Mar, California. David focuses on retirement planning and estate & legacy planning. Del Mar Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-jackson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Del Mar Wealth Management
- **Based in:** Del Mar, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $169.9M across 263 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 2267352 (https://adviserinfo.sec.gov/individual/summary/2267352)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1992), Series 65 (1996)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.delmarwm.com

## Frequently asked questions

### Is David Jackson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Del Mar 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's firm, Del Mar Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Jackson based?

David Jackson is based in Del Mar, California.

### What does David specialize in?

David's specialties include retirement planning and estate & legacy planning.

### Is David Jackson registered with the SEC?

Yes. David Jackson is registered as an investment adviser representative in CA (CRD 2267352), 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 Del Mar Wealth Management manage?

Del Mar Wealth Management reports $169.9M across 263 accounts in assets under management.

### How do I contact David Jackson?

Through David's website, www.delmarwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2267352): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://delmarwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.