David Klepeisz
Accruent Wealth Advisors · Winston-Salem, North Carolina
David Klepeisz is a fee-only financial advisor at Accruent Wealth Advisors in Winston-Salem, North Carolina. David focuses on physicians & residents, student loans and equity compensation. Accruent Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
- Executives
- High earners
- Mid-life transitions
- Early-career professionals
Facts
| Firm | Accruent Wealth Advisors |
|---|---|
| Based in | Winston-Salem, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $197.7M across 636 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 5609018 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.accruentadvisors.com |
| Profile |
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Questions about David
Is David Klepeisz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Accruent 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, Accruent Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does David work with clients virtually?
Yes. Accruent Wealth Advisors says on its website that it works with clients remotely.
Where is David Klepeisz based?
David Klepeisz is based in Winston-Salem, North Carolina.
What does David specialize in?
David's specialties include physicians & residents, student loans, equity compensation, retirement planning, estate & legacy planning and tax planning. David works with physicians, retirees, executives, high earners and mid-life transitions.
Is David Klepeisz registered with the SEC?
Yes. David Klepeisz is registered as an investment adviser representative in NC and TX (CRD 5609018), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Accruent Wealth Advisors manage?
Accruent Wealth Advisors reports $197.7M across 636 accounts in assets under management.
How do I contact David Klepeisz?
Through David's website, www.accruentadvisors.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
- Accruent Wealth Advisors 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.
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