# David Swift

> David Swift is a fee-only financial advisor at Second 50 Financial in Manhattan Beach, California. David focuses on retirement planning, estate & legacy planning and tax planning. Second 50 Financial reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Second 50 Financial
- **Based in:** Manhattan Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $341.6M across 498 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Ultra high net worth
- **CRD:** 5708601 (https://adviserinfo.sec.gov/individual/summary/5708601)
- **SEC registration:** Investment adviser representative in AZ, CA, FL, IL, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://second50financial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Second 50 Financial 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, Second 50 Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Swift based?

David Swift is based in Manhattan Beach, California.

### What does David specialize in?

David's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. David works with retirees, pre-retirees and ultra high net worth.

### Is David Swift registered with the SEC?

Yes. David Swift is registered as an investment adviser representative in AZ, CA, FL, IL and TX (CRD 5708601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Second 50 Financial manage?

Second 50 Financial reports $341.6M across 498 accounts in assets under management.

### How do I contact David Swift?

Through David's website, second50financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5708601): 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://second50financial.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.