David Tepp
Tepp Wealth Management · Westfield, New Jersey
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.
Request an introduction to David →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
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 | $195.7M across 150 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 6146562 |
| Exams passed | Series 63 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.teppwealth.com |
How David's firm compares
- Tepp Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 150 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
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
- Tepp Wealth Management 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.
See something wrong? Request a correction. Read our methodology.