David Macino
Macino Financial Services · Holland, Ohio
David Macino is a fee-only financial advisor at Macino Financial Services in Holland, Ohio. David focuses on retirement planning and estate & legacy planning. Macino Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Macino Financial Services |
|---|---|
| Based in | Holland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.7M across 239 accounts |
| SEC registration | Investment adviser representative in MI, OH · CRD 4806492 |
| Exams passed | Series 63 (2006) · Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.macinofinancial.com |
How David's firm compares
- Macino Financial Services's average account is about $53,000, from its Form ADV (assets managed divided by 239 accounts).
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Questions about David
Is David Macino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Macino Financial Services 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, Macino Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Macino based?
David Macino is based in Holland, Ohio.
What does David specialize in?
David's specialties include retirement planning and estate & legacy planning.
Is David Macino registered with the SEC?
Yes. David Macino is registered as an investment adviser representative in MI and OH (CRD 4806492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Macino Financial Services manage?
Macino Financial Services reports $12.7M across 239 accounts in assets under management.
How do I contact David Macino?
Through David's website, www.macinofinancial.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
- Macino Financial Services 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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