David Mayes
Three Bearings Fiduciary Advisors, Inc. · Hampton, New Hampshire
David Mayes is a fee-only financial advisor at Three Bearings Fiduciary Advisors, Inc. in Hampton, New Hampshire, who holds the CFP, CRPC and CRPS credentials. David focuses on retirement planning, tax planning and estate & legacy planning. Three Bearings Fiduciary Advisors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
Facts
| Firm | Three Bearings Fiduciary Advisors, Inc. |
|---|---|
| Based in | Hampton, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $350.7M across 547 accounts |
| Credentials | CFP · CRPC · CRPS · EA · MA |
| SEC registration | Investment adviser representative in MA, ME, NH · CRD 4400889 |
| Exams passed | Series 65 (2004) · Series 63 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | threebearings.com |
How David's firm compares
- Three Bearings Fiduciary Advisors, Inc.'s average account is about $641,000, from its Form ADV (assets managed divided by 547 accounts).
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Questions about David
Is David Mayes a fee-only financial advisor?
Yes. David Mayes is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David's firm, Three Bearings Fiduciary Advisors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Mayes based?
David Mayes is based in Hampton, New Hampshire.
What does David specialize in?
David's specialties include retirement planning, tax planning and estate & legacy planning. David works with early-career professionals and pre-retirees.
What credentials does David Mayes hold?
David Mayes holds the CFP, CRPC, CRPS, EA and MA credentials.
Is David Mayes registered with the SEC?
Yes. David Mayes is registered as an investment adviser representative in MA, ME and NH (CRD 4400889), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Three Bearings Fiduciary Advisors, Inc. manage?
Three Bearings Fiduciary Advisors, Inc. reports $350.7M across 547 accounts in assets under management.
How do I contact David Mayes?
Through David's website, threebearings.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Three Bearings Fiduciary Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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