David Quinn
Pine Harbor Wealth Management · Fairfax, Virginia
David Quinn is a fee-only financial advisor at Pine Harbor Wealth Management in Fairfax, Virginia, who holds the CFP credential. David charges a percentage of assets, a one-time planning fee, hourly fees and a flat fee or retainer (one-time plans from $1,000 and $395 an hour) and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Pine Harbor Wealth Management |
|---|---|
| Based in | Fairfax, Virginia |
| Fee model | Percentage of assets · One-time planning fee · Hourly · Flat fee or retainer |
| Fees (firm's website) | One-time plans from $1,000 · $395 an hour · 0.89% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $507.1M across 652 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6861645 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pineharborwealth.com |
| Profile |
How David's firm compares
- A one-time plan starts at $1,000, below the Virginia median of $1,500 for fee-only firms that publish prices.
- The hourly rate is $395, above the Virginia median of $325 for fee-only firms that publish prices.
- Pine Harbor Wealth Management's average account is about $778,000, from its Form ADV (assets managed divided by 652 accounts).
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Questions about David
Is David Quinn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Pine Harbor 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 charges a percentage of assets, a one-time planning fee, hourly fees and a flat fee or retainer.
How much does David charge?
According to Pine Harbor Wealth Management's website, checked October 30, 2026: one-time plans from $1,000; $395 an hour; 0.89% a year on the first tier of assets managed.
Where is David Quinn based?
David Quinn is based in Fairfax, Virginia.
What does David specialize in?
David's specialties include retirement planning and estate & legacy planning.
What credentials does David Quinn hold?
David Quinn holds the CFP credential.
Is David Quinn registered with the SEC?
Yes. David Quinn is registered as an investment adviser representative in VA (CRD 6861645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pine Harbor Wealth Management manage?
Pine Harbor Wealth Management reports $507.1M across 652 accounts in assets under management.
How do I contact David Quinn?
Through David's website, www.pineharborwealth.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
- Pine Harbor 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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