David Rosenthal
Wealth Management Solutions · Scottsdale, Arizona
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.
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Specialties
Who they serve
- Executives
- Founders
- Divorced individuals
- Retirees
Facts
| Firm | Wealth Management Solutions |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $172.6M across 411 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in AZ, CA · CRD 2680280 |
| Exams passed | Series 65 (2001) · Series 63 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | wmsus.com |
How David's firm compares
- Wealth Management Solutions's average account is about $420,000, from its Form ADV (assets managed divided by 411 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wealth Management Solutions website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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