David Silver
Instrumental Wealth · Tampa, Florida
David Silver is a fee-only financial advisor at Instrumental Wealth in Tampa, Florida, who holds the CFP credential. Instrumental Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Instrumental Wealth |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $508.0M across 2,128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4901248 |
| Exams passed | Series 63 (2007) · Series 65 (2011) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.instrumentalwealth.com |
| Profile |
How David's firm compares
- Instrumental Wealth's average account is about $239,000, from its Form ADV (assets managed divided by 2,128 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Silver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Instrumental Wealth 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, Instrumental Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Silver based?
David Silver is based in Tampa, Florida.
What credentials does David Silver hold?
David Silver holds the CFP credential.
Is David Silver registered with the SEC?
Yes. David Silver is registered as an investment adviser representative in FL and TX (CRD 4901248), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Instrumental Wealth manage?
Instrumental Wealth reports $508.0M across 2,128 accounts in assets under management.
How do I contact David Silver?
Through David's website, www.instrumentalwealth.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
- 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.
See something wrong? Request a correction. Read our methodology.