David McMillan
Caledonia Wealth Management · Boulder, Colorado
David McMillan is a fee-only financial advisor at Caledonia Wealth Management in Boulder, Colorado, who holds the CFP credential. Caledonia Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Caledonia Wealth Management |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $78.1M across 232 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 4848933 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.esginvestors.com |
| Profile |
How David's firm compares
- Caledonia Wealth Management's average account is about $337,000, from its Form ADV (assets managed divided by 232 accounts).
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Questions about David
Is David McMillan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Caledonia Wealth Management 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, Caledonia Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David McMillan based?
David McMillan is based in Boulder, Colorado.
What credentials does David McMillan hold?
David McMillan holds the CFP credential.
Is David McMillan registered with the SEC?
Yes. David McMillan is registered as an investment adviser representative in CO (CRD 4848933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Caledonia Wealth Management manage?
Caledonia Wealth Management reports $78.1M across 232 accounts in assets under management.
How do I contact David McMillan?
Through David's website, www.esginvestors.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
- 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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