# David Sommer

> David Sommer is a fee-only financial advisor at St. Clair Advisors in Mayfield Heights, Ohio. David focuses on small business owners, equity compensation and estate & legacy planning. St. Clair Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** St. Clair Advisors
- **Based in:** Mayfield Heights, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.07B across 536 accounts
- **Specialties:** Small business owners, Equity compensation, Estate & legacy planning
- **Works with:** Executives, Multi-generational families, Founders
- **CRD:** 4648614 (https://adviserinfo.sec.gov/individual/summary/4648614)
- **SEC registration:** Investment adviser representative in CA, FL, OH, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.saintclairllc.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and St. Clair 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, St. Clair Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Sommer based?

David Sommer is based in Mayfield Heights, Ohio.

### What does David specialize in?

David's specialties include small business owners, equity compensation and estate & legacy planning. David works with executives, multi-generational families and founders.

### Is David Sommer registered with the SEC?

Yes. David Sommer is registered as an investment adviser representative in CA, FL, OH and TX (CRD 4648614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does St. Clair Advisors manage?

St. Clair Advisors reports $1.07B across 536 accounts in assets under management.

### How do I contact David Sommer?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4648614): 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://www.saintclairllc.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.