# David Nelson

> David Nelson is a fee-only financial advisor at Daniels & Erickson Financial Advisors in Dallas, Texas, who holds the CFP credential. Daniels & Erickson Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-nelson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Daniels & Erickson Financial Advisors
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $213.6M across 148 accounts
- **Credentials:** CFP
- **CRD:** 4515825 (https://adviserinfo.sec.gov/individual/summary/4515825)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 4 employees
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Daniels & Erickson Financial Advisors 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, Daniels & Erickson Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Nelson based?

David Nelson is based in Dallas, Texas.

### What credentials does David Nelson hold?

David Nelson holds the CFP credential.

### Is David Nelson registered with the SEC?

Yes. David Nelson is registered as an investment adviser representative in TX (CRD 4515825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Daniels & Erickson Financial Advisors manage?

Daniels & Erickson Financial Advisors reports $213.6M across 148 accounts in assets under management.

### How do I contact David Nelson?

Contact details aren't on file yet. Search for Daniels & Erickson Financial Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4515825): 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

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