David McCary
McCary Anheuser Wealth Management, LLC · West Hartford, Connecticut
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.
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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 | $8.1M across 3 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CT, TX · CRD 6678213 |
| Exams passed | Series 65 (2015) · Series 63 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mccary-anheuser-wealth.com |
| Profile |
How David's firm compares
- McCary Anheuser Wealth Management, LLC's average account is about $2.7 million, from its Form ADV (assets managed divided by 3 accounts).
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Questions about David
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.
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
- 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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