David Patston
David B. Patston, CPA, CFA · Denver, Colorado
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.
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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 | $96.3M across 118 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 1308396 |
| Exams passed | Series 63 (1989) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | davidpatston.com |
How David's firm compares
- David B. Patston, CPA, CFA's average account is about $816,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about David
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.
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
- 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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