# David Luedecke

> David Luedecke is a fee-only financial advisor at Diamond Client Group in The Woodlands, Texas. David focuses on founders (pre-exit), small business owners and tax planning. Diamond Client Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Diamond Client Group
- **Based in:** The Woodlands, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $185.8M across 714 accounts
- **Specialties:** Founders (pre-exit), Small business owners, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 5429147 (https://adviserinfo.sec.gov/individual/summary/5429147)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 11 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://diamondclientgroup.com

## Frequently asked questions

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

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

### Where is David Luedecke based?

David Luedecke is based in The Woodlands, Texas.

### What does David specialize in?

David's specialties include founders (pre-exit), small business owners, tax planning, estate & legacy planning and family wealth transfer. David works with founders, ultra high net worth and multi-generational families.

### Is David Luedecke registered with the SEC?

Yes. David Luedecke is registered as an investment adviser representative in TX (CRD 5429147), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Diamond Client Group manage?

Diamond Client Group reports $185.8M across 714 accounts in assets under management.

### How do I contact David Luedecke?

Through David's website, diamondclientgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5429147): 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://diamondclientgroup.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.