David Jaeger
Canby Financial Advisors · Framingham, Massachusetts
David Jaeger is a fee-only financial advisor at Canby Financial Advisors in Framingham, Massachusetts, who holds the CFP credential. Canby Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Canby Financial Advisors |
|---|---|
| Based in | Framingham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $729.4M across 390 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6214513 |
| Exams passed | Series 63 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | canbyfinancial.com |
How David's firm compares
- Canby Financial Advisors's average account is about $1.9 million, from its Form ADV (assets managed divided by 390 accounts).
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Questions about David
Is David Jaeger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Canby Financial Advisors 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, Canby Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Jaeger based?
David Jaeger is based in Framingham, Massachusetts.
What credentials does David Jaeger hold?
David Jaeger holds the CFP credential.
Is David Jaeger registered with the SEC?
Yes. David Jaeger is registered as an investment adviser representative in MA (CRD 6214513), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canby Financial Advisors manage?
Canby Financial Advisors reports $729.4M across 390 accounts in assets under management.
How do I contact David Jaeger?
Through David's website, canbyfinancial.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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