David Thompson
Petra Wealth Management · Fredericksburg, Virginia
David Thompson is a fee-only financial advisor at Petra Wealth Management in Fredericksburg, Virginia. David focuses on retirement planning, tax planning and estate & legacy planning. Petra Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- Multi-generational families
Facts
| Firm | Petra Wealth Management |
|---|---|
| Based in | Fredericksburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7.6M across 66 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7112392 |
| Exams passed | Series 63 (2001) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.petrawealthmanagement.com |
| Profile |
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Questions about David
Is David Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Petra 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, Petra Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does David charge?
According to Petra Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Does David work with clients virtually?
Yes. Petra Wealth Management says on its website that it works with clients remotely.
Where is David Thompson based?
David Thompson is based in Fredericksburg, Virginia.
What does David specialize in?
David's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. David works with retirees, pre-retirees, physicians and multi-generational families.
Is David Thompson registered with the SEC?
Yes. David Thompson is registered as an investment adviser representative in VA (CRD 7112392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Petra Wealth Management manage?
Petra Wealth Management reports $7.6M across 66 accounts in assets under management.
How do I contact David Thompson?
Through David's website, www.petrawealthmanagement.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
- Petra 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.
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