# David Nash

> David Nash is a fee-only financial advisor at Magister Wealth in San Antonio, Texas, who holds the CFA and CFP credentials. David focuses on small business owners. Magister Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Magister Wealth
- **Based in:** San Antonio, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $23.5M across 57 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Small business owners
- **Works with:** Retirees
- **CRD:** 5882986 (https://adviserinfo.sec.gov/individual/summary/5882986)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://magisterwealth.com

## Frequently asked questions

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

Yes. David Nash 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, Magister Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Nash based?

David Nash is based in San Antonio, Texas.

### What does David specialize in?

David's specialties include small business owners. David works with retirees.

### What credentials does David Nash hold?

David Nash holds the CFA and CFP credentials.

### Is David Nash registered with the SEC?

Yes. David Nash is registered as an investment adviser representative in TX (CRD 5882986), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Magister Wealth manage?

Magister Wealth reports $23.5M across 57 accounts in assets under management.

### How do I contact David Nash?

Through David's website, magisterwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44509): 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
- The firm's website (http://www.magisterwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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