David Powell
Powell Wealth · Cornelius, North Carolina
David Powell is a fee-only financial advisor at Powell Wealth in Cornelius, North Carolina, who holds the ChFC credential. David focuses on retirement planning, estate & legacy planning and tax planning. Powell Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Powell Wealth |
|---|---|
| Based in | Cornelius, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $229.2M across 272 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NC · CRD 2510305 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.powellwealth.com |
| Profile |
How David's firm compares
- Powell Wealth's average account is about $843,000, from its Form ADV (assets managed divided by 272 accounts).
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Questions about David
Is David Powell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Powell Wealth 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, Powell Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Powell based?
David Powell is based in Cornelius, North Carolina.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does David Powell hold?
David Powell holds the ChFC credential.
Is David Powell registered with the SEC?
Yes. David Powell is registered as an investment adviser representative in NC (CRD 2510305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Powell Wealth manage?
Powell Wealth reports $229.2M across 272 accounts in assets under management.
How do I contact David Powell?
Through David's website, www.powellwealth.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
- Powell Wealth 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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