David Owen
Shipwright Advisors · Burlington, Vermont
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.
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Facts
| Firm | Shipwright Advisors |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.2M across 64 accounts |
| SEC registration | Investment adviser representative in OH, VT · CRD 6759915 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | shipwrightadvisors.com |
| Profile |
How David's firm compares
- Shipwright Advisors's average account is about $35,000, from its Form ADV (assets managed divided by 64 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Shipwright Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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