# David Khouri

> David Khouri is a fee-only financial advisor at Wingate Wealth Advisors in Lexington, Massachusetts, who holds the CFP credential. David focuses on retirement planning. Wingate Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wingate Wealth Advisors
- **Based in:** Lexington, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.42B across 2,802 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Executives, Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 6660908 (https://adviserinfo.sec.gov/individual/summary/6660908)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2016)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://www.wingatewealthadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Wingate Wealth 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, Wingate Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Khouri based?

David Khouri is based in Lexington, Massachusetts.

### What does David specialize in?

David's specialties include retirement planning. David works with executives, retirees, pre-retirees and mid-life transitions.

### What credentials does David Khouri hold?

David Khouri holds the CFP credential.

### Is David Khouri registered with the SEC?

Yes. David Khouri is registered as an investment adviser representative in MA (CRD 6660908), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wingate Wealth Advisors manage?

Wingate Wealth Advisors reports $1.42B across 2,802 accounts in assets under management.

### How do I contact David Khouri?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6660908): 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://www.wingatewealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

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