David Palshaw
Monterey Bay Asset Management · Monterey, California
David Palshaw is a fee-only financial advisor at Monterey Bay Asset Management in Monterey, California, who holds the CFP credential. David charges a percentage of assets (2% a year on the first tier of assets managed).
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Facts
| Firm | Monterey Bay Asset Management |
|---|---|
| Based in | Monterey, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 2% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $22.9M across 32 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4395191 |
| Exams passed | Series 65 (2006) · Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.montereybayasset.com |
How David's firm compares
- Monterey Bay Asset Management's average account is about $717,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about David
Is David Palshaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Monterey Bay Asset Management 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 charges a percentage of assets.
How much does David charge?
According to Monterey Bay Asset Management's website, checked October 30, 2026: 2% a year on the first tier of assets managed.
Where is David Palshaw based?
David Palshaw is based in Monterey, California.
What credentials does David Palshaw hold?
David Palshaw holds the CFP credential.
Is David Palshaw registered with the SEC?
Yes. David Palshaw is registered as an investment adviser representative in CA (CRD 4395191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monterey Bay Asset Management manage?
Monterey Bay Asset Management reports $22.9M across 32 accounts in assets under management.
How do I contact David Palshaw?
Through David's website, www.montereybayasset.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
- Monterey Bay Asset Management 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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