# David Tepp

> David Tepp is a fee-only financial advisor at Tepp Wealth Management in Westfield, New Jersey, who holds the PFS credential. David focuses on estate & legacy planning, tax planning and retirement planning. Tepp Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tepp Wealth Management
- **Based in:** Westfield, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $195.7M across 150 accounts
- **Credentials:** PFS
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning
- **Works with:** Retirees, Pre-retirees, Executives
- **CRD:** 6146562 (https://adviserinfo.sec.gov/individual/summary/6146562)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 63 (2013)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.teppwealth.com/

## Frequently asked questions

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

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

### Where is David Tepp based?

David Tepp is based in Westfield, New Jersey.

### What does David specialize in?

David's specialties include estate & legacy planning, tax planning and retirement planning. David works with retirees, pre-retirees and executives.

### What credentials does David Tepp hold?

David Tepp holds the PFS credential.

### Is David Tepp registered with the SEC?

Yes. David Tepp is registered as an investment adviser representative in NJ, NY and TX (CRD 6146562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tepp Wealth Management manage?

Tepp Wealth Management reports $195.7M across 150 accounts in assets under management.

### How do I contact David Tepp?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6146562): 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.teppwealth.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.