# David Ralicki

> David Ralicki is a fee-only financial advisor at Ralicki Wealth Management & Trust Services in Stuart, Florida. Ralicki Wealth Management & Trust Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-ralicki/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ralicki Wealth Management & Trust Services
- **Based in:** Stuart, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $129.0M across 253 accounts
- **CRD:** 2997949 (https://adviserinfo.sec.gov/individual/summary/2997949)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.ralickiwm.com

## Frequently asked questions

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

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

### Where is David Ralicki based?

David Ralicki is based in Stuart, Florida.

### Is David Ralicki registered with the SEC?

Yes. David Ralicki is registered as an investment adviser representative in FL (CRD 2997949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ralicki Wealth Management & Trust Services manage?

Ralicki Wealth Management & Trust Services reports $129.0M across 253 accounts in assets under management.

### How do I contact David Ralicki?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2997949): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.