David Piano
Piano Wealth Management · Victor, New York
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $50.6M across 96 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5994833 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pianowealth.com |
How David's firm compares
- Piano Wealth Management's average account is about $527,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about David
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.
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
- Piano Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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