# David Patston

> David Patston is a fee-only financial advisor at David B. Patston, CPA, CFA in Denver, Colorado, who holds the CFA credential. David B. Patston, CPA, CFA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** David B. Patston, CPA, CFA
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $96.3M across 118 accounts
- **Credentials:** CFA
- **CRD:** 1308396 (https://adviserinfo.sec.gov/individual/summary/1308396)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (1989)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://davidpatston.com/

## Frequently asked questions

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

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

### Where is David Patston based?

David Patston is based in Denver, Colorado.

### What credentials does David Patston hold?

David Patston holds the CFA credential.

### Is David Patston registered with the SEC?

Yes. David Patston is registered as an investment adviser representative in CO (CRD 1308396), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does David B. Patston, CPA, CFA manage?

David B. Patston, CPA, CFA reports $96.3M across 118 accounts in assets under management.

### How do I contact David Patston?

Through David's website, davidpatston.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1308396): 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.