# David Piano

> David Piano is a fee-only financial advisor at Piano Wealth Management in Victor, New York. David focuses on retirement planning and small business owners. Piano Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Piano Wealth Management
- **Based in:** Victor, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $50.6M across 96 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5994833 (https://adviserinfo.sec.gov/individual/summary/5994833)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.pianowealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Piano Wealth 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's firm, Piano Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Piano based?

David Piano is based in Victor, New York.

### What does David specialize in?

David's specialties include retirement planning and small business owners. David works with retirees and pre-retirees.

### Is David Piano registered with the SEC?

Yes. David Piano is registered as an investment adviser representative in NY (CRD 5994833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Piano Wealth Management manage?

Piano Wealth Management reports $50.6M across 96 accounts in assets under management.

### How do I contact David Piano?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5994833): 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://pianowealth.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.