# David Perkins

> David Perkins is a fee-only financial advisor at Verum Partners in Charlotte, North Carolina, who holds the CFP and PFS credentials. Verum Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-perkins-2616463/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Verum Partners
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.01B across 1,560 accounts
- **Credentials:** CFP, PFS
- **CRD:** 2616463 (https://adviserinfo.sec.gov/individual/summary/2616463)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (1995), Series 65 (1998)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://verumpartnership.com

## Frequently asked questions

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

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

### Where is David Perkins based?

David Perkins is based in Charlotte, North Carolina.

### What credentials does David Perkins hold?

David Perkins holds the CFP and PFS credentials.

### Is David Perkins registered with the SEC?

Yes. David Perkins is registered as an investment adviser representative in NC (CRD 2616463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Verum Partners manage?

Verum Partners reports $1.01B across 1,560 accounts in assets under management.

### How do I contact David Perkins?

Through David's website, verumpartnership.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2616463): 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.