David Robbins
Varney Wealth Management · Tampa, Florida
David Robbins is a fee-only financial advisor at Varney Wealth Management in Tampa, Florida. David charges a flat fee or retainer and focuses on retirement planning and flat-fee planning.
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Specialties
Facts
| Firm | Varney Wealth Management |
|---|---|
| Based in | Tampa, Florida |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in FL · CRD 7496497 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.varneywm.com |
| Profile |
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Questions about David
Is David Robbins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Varney 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 flat fee or retainer.
Where is David Robbins based?
David Robbins is based in Tampa, Florida.
What does David specialize in?
David's specialties include retirement planning and flat-fee planning.
Is David Robbins registered with the SEC?
Yes. David Robbins is registered as an investment adviser representative in FL (CRD 7496497), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact David Robbins?
Through David's website, www.varneywm.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
- Varney 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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