David Poole
Verity Investment Partners · Beaufort, South Carolina
David Poole is a fee-only financial advisor at Verity Investment Partners in Beaufort, South Carolina. David focuses on retirement planning, physicians & residents and founders (pre-exit). Verity Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to David →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- Founders
- Divorced individuals
Facts
| Firm | Verity Investment Partners |
|---|---|
| Based in | Beaufort, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.40B across 1,101 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4448750 |
| Exams passed | Series 63 (2001) · Series 65 (2009) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.verityvip.com |
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Poole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Verity Investment 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, Verity Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Poole based?
David Poole is based in Beaufort, South Carolina.
What does David specialize in?
David's specialties include retirement planning, physicians & residents and founders (pre-exit). David works with retirees, pre-retirees, physicians, founders and divorced individuals.
Is David Poole registered with the SEC?
Yes. David Poole is registered as an investment adviser representative in MA (CRD 4448750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verity Investment Partners manage?
Verity Investment Partners reports $1.40B across 1,101 accounts in assets under management.
How do I contact David Poole?
Through David's website, www.verityvip.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
- Verity Investment Partners 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.
See something wrong? Request a correction. Read our methodology.