David Tassone
Avise Financial · Los Angeles, California
David Tassone is a fee-only financial advisor at Avise Financial in Los Angeles, California, who holds the CFP credential. Avise Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Avise Financial |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $169.4M across 505 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6897162 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.equalisfinancial.com |
How David's firm compares
- Avise Financial's average account is about $336,000, from its Form ADV (assets managed divided by 505 accounts).
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Questions about David
Is David Tassone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Avise 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, Avise Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Tassone based?
David Tassone is based in Los Angeles, California.
What credentials does David Tassone hold?
David Tassone holds the CFP credential.
Is David Tassone registered with the SEC?
Yes. David Tassone is registered as an investment adviser representative in CA and TX (CRD 6897162), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avise Financial manage?
Avise Financial reports $169.4M across 505 accounts in assets under management.
How do I contact David Tassone?
Through David's website, www.equalisfinancial.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
- 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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