# David Meucci

> David Meucci is a fee-only financial advisor at Phase Change Wealth Management in Sebastopol, California, who holds the CFP credential. David focuses on sustainable & impact investing, retirement planning and family wealth transfer. Phase Change Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-meucci/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Phase Change Wealth Management
- **Based in:** Sebastopol, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $29M across 119 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Retirement planning, Family wealth transfer, Estate & legacy planning
- **CRD:** 2743152 (https://adviserinfo.sec.gov/individual/summary/2743152)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1996), Series 65 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://phasechangewealthmanagement.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Phase Change 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, Phase Change Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is David Meucci based?

David Meucci is based in Sebastopol, California.

### What does David specialize in?

David's specialties include sustainable & impact investing, retirement planning, family wealth transfer and estate & legacy planning.

### What credentials does David Meucci hold?

David Meucci holds the CFP credential.

### Is David Meucci registered with the SEC?

Yes. David Meucci is registered as an investment adviser representative in CA (CRD 2743152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Phase Change Wealth Management manage?

Phase Change Wealth Management reports $29M across 119 accounts in assets under management.

### How do I contact David Meucci?

Through David's website, phasechangewealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2743152): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.phasechangewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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