# David Owen

> David Owen is a fee-only financial advisor at Shipwright Advisors in Burlington, Vermont. Shipwright Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-owen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Shipwright Advisors
- **Based in:** Burlington, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.2M across 64 accounts
- **CRD:** 6759915 (https://adviserinfo.sec.gov/individual/summary/6759915)
- **SEC registration:** Investment adviser representative in OH, VT
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://shipwrightadvisors.com/

## Frequently asked questions

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

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

### Where is David Owen based?

David Owen is based in Burlington, Vermont.

### Is David Owen registered with the SEC?

Yes. David Owen is registered as an investment adviser representative in OH and VT (CRD 6759915), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shipwright Advisors manage?

Shipwright Advisors reports $2.2M across 64 accounts in assets under management.

### How do I contact David Owen?

Through David's website, shipwrightadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6759915): 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
- The firm's website (https://www.shipwright.co/): specialties, clients served, and fees, checked October 30, 2026

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