# David Kressner

> David Kressner is a fee-only financial advisor at Altfest Personal Wealth Management in New York, New York, who holds the CFP and CFA credentials. Altfest Personal Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-kressner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Altfest Personal Wealth Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.80B across 3,139 accounts
- **Credentials:** CFP, CFA
- **CRD:** 3218249 (https://adviserinfo.sec.gov/individual/summary/3218249)
- **SEC registration:** Investment adviser representative in CA, FL, NJ, NY
- **Exams passed:** Series 63 (1999)
- **Firm size:** 42 employees
- **Disclosures:** None reported
- **Website:** http://www.altfest.com

## Frequently asked questions

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

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

### Where is David Kressner based?

David Kressner is based in New York, New York.

### What credentials does David Kressner hold?

David Kressner holds the CFP and CFA credentials.

### Is David Kressner registered with the SEC?

Yes. David Kressner is registered as an investment adviser representative in CA, FL, NJ and NY (CRD 3218249), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Altfest Personal Wealth Management manage?

Altfest Personal Wealth Management reports $1.80B across 3,139 accounts in assets under management.

### How do I contact David Kressner?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3218249): 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

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