# David Rosenthal

> David Rosenthal is a fee-only financial advisor at Wealth Management Solutions in Scottsdale, Arizona, who holds the CFP and MBA credentials. David focuses on small business owners, divorce financial planning and equity compensation. Wealth Management Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-rosenthal/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Wealth Management Solutions
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $172.6M across 411 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Small business owners, Divorce financial planning, Equity compensation
- **Works with:** Executives, Founders, Divorced individuals, Retirees
- **CRD:** 2680280 (https://adviserinfo.sec.gov/individual/summary/2680280)
- **SEC registration:** Investment adviser representative in AZ, CA
- **Exams passed:** Series 65 (2001), Series 63 (2001)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://wmsus.com

## Frequently asked questions

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

Yes. David Rosenthal is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David's firm, Wealth Management Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Rosenthal based?

David Rosenthal is based in Scottsdale, Arizona.

### What does David specialize in?

David's specialties include small business owners, divorce financial planning and equity compensation. David works with executives, founders, divorced individuals and retirees.

### What credentials does David Rosenthal hold?

David Rosenthal holds the CFP and MBA credentials.

### Is David Rosenthal registered with the SEC?

Yes. David Rosenthal is registered as an investment adviser representative in AZ and CA (CRD 2680280), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wealth Management Solutions manage?

Wealth Management Solutions reports $172.6M across 411 accounts in assets under management.

### How do I contact David Rosenthal?

Through David's website, wmsus.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2452): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://wmsus.com/): specialties, clients served, and fees, checked October 28, 2026

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