David Swift
Second 50 Financial · Manhattan Beach, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Ultra high net worth
Facts
| Firm | Second 50 Financial |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $341.6M across 498 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, IL, TX · CRD 5708601 |
| Exams passed | Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | second50financial.com |
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Questions about David
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.
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
- Second 50 Financial 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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