# David Schneider

> David Schneider is a fee-only financial advisor at Waycross Investment Management Company in Bellingham, Washington. David focuses on sustainable & impact investing. Waycross Investment Management Company reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-schneider/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Waycross Investment Management Company
- **Based in:** Bellingham, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $252.4M across 161 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 6308645 (https://adviserinfo.sec.gov/individual/summary/6308645)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2014)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.waycross.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Waycross Investment Management Company 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, Waycross Investment Management Company, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is David Schneider based?

David Schneider is based in Bellingham, Washington.

### What does David specialize in?

David's specialties include sustainable & impact investing.

### Is David Schneider registered with the SEC?

Yes. David Schneider is registered as an investment adviser representative in WA (CRD 6308645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Waycross Investment Management Company manage?

Waycross Investment Management Company reports $252.4M across 161 accounts in assets under management.

### How do I contact David Schneider?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6308645): 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
- The firm's website (https://waycross.com/): specialties, clients served, and fees, checked October 30, 2026

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