David Schneider
Waycross Investment Management Company · Bellingham, Washington
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.
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Specialties
Facts
| Firm | Waycross Investment Management Company |
|---|---|
| Based in | Bellingham, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $252.4M across 161 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6308645 |
| Exams passed | Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.waycross.com |
How David's firm compares
- Waycross Investment Management Company's average account is about $1.6 million, from its Form ADV (assets managed divided by 161 accounts).
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Questions about David
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.
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
- Waycross Investment Management Company 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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