David Nelson
Daniels & Erickson Financial Advisors · Dallas, Texas
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.
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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 | $213.6M across 148 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4515825 |
| Firm size | 4 employees |
| Disclosures | None reported |
How David's firm compares
- Daniels & Erickson Financial Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 148 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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.
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