David Meucci
Phase Change Wealth Management · Sebastopol, California
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.
Request an introduction to David →
Specialties
Facts
| Firm | Phase Change Wealth Management |
|---|---|
| Based in | Sebastopol, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $29M across 119 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2743152 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | phasechangewealthmanagement.com |
How David's firm compares
- Phase Change Wealth Management's average account is about $244,000, from its Form ADV (assets managed divided by 119 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
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
- Phase Change Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.