# David Patterson

> David Patterson is a fee-only financial advisor at Patterson Advisors in Waterford, Michigan, who holds the CFP credential. David charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Patterson Advisors
- **Based in:** Waterford, Michigan
- **Fee model:** Ongoing planning fee
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 4875350 (https://adviserinfo.sec.gov/individual/summary/4875350)
- **SEC registration:** Investment adviser representative in MI
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.pattersonadvisorsllc.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Patterson 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 charges an ongoing planning fee.

### Where is David Patterson based?

David Patterson is based in Waterford, Michigan.

### What does David specialize in?

David's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does David Patterson hold?

David Patterson holds the CFP credential.

### Is David Patterson registered with the SEC?

Yes. David Patterson is registered as an investment adviser representative in MI (CRD 4875350), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact David Patterson?

Through David's website, www.pattersonadvisorsllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4875350): 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://pattersonadvisorsllc.com/): 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.