# David McCary

> David McCary is a fee-only financial advisor at McCary Anheuser Wealth Management, LLC in West Hartford, Connecticut, who holds the CFP and MBA credentials. McCary Anheuser Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-mccary/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** McCary Anheuser Wealth Management, LLC
- **Based in:** West Hartford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $8.1M across 3 accounts
- **Credentials:** CFP, MBA
- **CRD:** 6678213 (https://adviserinfo.sec.gov/individual/summary/6678213)
- **SEC registration:** Investment adviser representative in CT, TX
- **Exams passed:** Series 65 (2015), Series 63 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://mccary-anheuser-wealth.com

## Frequently asked questions

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

Yes. David McCary 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, McCary Anheuser Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David McCary based?

David McCary is based in West Hartford, Connecticut.

### What credentials does David McCary hold?

David McCary holds the CFP and MBA credentials.

### Is David McCary registered with the SEC?

Yes. David McCary is registered as an investment adviser representative in CT and TX (CRD 6678213), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does McCary Anheuser Wealth Management, LLC manage?

McCary Anheuser Wealth Management, LLC reports $8.1M across 3 accounts in assets under management.

### How do I contact David McCary?

Through David's website, mccary-anheuser-wealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45847): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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