# David Sylvester

> David Sylvester is a fee-only financial advisor at CAVU Wealth Advisors in Walnut Creek, California, who holds the CFP and CFA credentials. David focuses on tax planning and retirement planning. CAVU Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** CAVU Wealth Advisors
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $171.6M across 81 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 704101 (https://adviserinfo.sec.gov/individual/summary/704101)
- **SEC registration:** Investment adviser representative in CA, TX, VA
- **Exams passed:** Series 63 (2009)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.cavuwealth.com

## Frequently asked questions

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

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

### Where is David Sylvester based?

David Sylvester is based in Walnut Creek, California.

### What does David specialize in?

David's specialties include tax planning and retirement planning.

### What credentials does David Sylvester hold?

David Sylvester holds the CFP and CFA credentials.

### Is David Sylvester registered with the SEC?

Yes. David Sylvester is registered as an investment adviser representative in CA, TX and VA (CRD 704101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CAVU Wealth Advisors manage?

CAVU Wealth Advisors reports $171.6M across 81 accounts in assets under management.

### How do I contact David Sylvester?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/704101): 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://cavuwealth.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.