David Smith
Redwood Park Advisors · Redwood City, California
David Smith is a fee-only financial advisor at Redwood Park Advisors in Redwood City, California, who holds the CFA credential. Redwood Park Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Redwood Park Advisors |
|---|---|
| Based in | Redwood City, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $170.3M across 299 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4892506 |
| Exams passed | Series 63 (2016) · Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.redwoodparkadvisors.com |
| Profile |
How David's firm compares
- Redwood Park Advisors's average account is about $570,000, from its Form ADV (assets managed divided by 299 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 Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Redwood Park Advisors 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, Redwood Park Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Smith based?
David Smith is based in Redwood City, California.
What credentials does David Smith hold?
David Smith holds the CFA credential.
Is David Smith registered with the SEC?
Yes. David Smith is registered as an investment adviser representative in CA (CRD 4892506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Redwood Park Advisors manage?
Redwood Park Advisors reports $170.3M across 299 accounts in assets under management.
How do I contact David Smith?
Through David's website, www.redwoodparkadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Redwood City
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.