David Kozlowski
Verus Financial Partners · Richmond, Virginia
David Kozlowski is a fee-only financial advisor at Verus Financial Partners in Richmond, Virginia, who holds the CFP credential. David charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Verus Financial Partners |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.18B across 1,935 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 2177800 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.verusfinancialpartners.com |
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Questions about David
Is David Kozlowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Verus Financial Partners 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 charges a percentage of assets.
How much does David charge?
According to Verus Financial Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is David Kozlowski based?
David Kozlowski is based in Richmond, Virginia.
What does David specialize in?
David's specialties include retirement planning and tax planning. David works with retirees and pre-retirees.
What credentials does David Kozlowski hold?
David Kozlowski holds the CFP credential.
Is David Kozlowski registered with the SEC?
Yes. David Kozlowski is registered as an investment adviser representative in TX and VA (CRD 2177800), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verus Financial Partners manage?
Verus Financial Partners reports $1.18B across 1,935 accounts in assets under management.
How do I contact David Kozlowski?
Through David's website, www.verusfinancialpartners.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
- Verus Financial Partners 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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