David Nash
Magister Wealth · San Antonio, Texas
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.
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Specialties
Who they serve
- Retirees
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 |
| Assets under management | $23.5M across 57 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in TX · CRD 5882986 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | magisterwealth.com |
How David's firm compares
- Magister Wealth's average account is about $412,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Other advisors in Texas who focus on small business owners
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Magister Wealth website : specialties, clients served, and fees, checked October 28, 2026
- 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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