David Trenner
D'Orazio & Associates · Falls Church, Virginia
David Trenner is a fee-only financial advisor at D'Orazio & Associates in Falls Church, Virginia, who holds the CFP, BS and CPA credentials. D'Orazio & Associates reports charging fixed fees on its Form ADV.
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Facts
| Firm | D'Orazio & Associates |
|---|---|
| Based in | Falls Church, Virginia |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $1.44B across 291 accounts |
| Credentials | CFP · BS · CPA · JD · LLM |
| SEC registration | Investment adviser representative in TX, VA · CRD 6135842 |
| Exams passed | Series 65 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | dorazioadvisors.com |
| Profile |
How David's firm compares
- D'Orazio & Associates's average account is about $5.0 million, from its Form ADV (assets managed divided by 291 accounts).
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Questions about David
Is David Trenner a fee-only financial advisor?
Yes. David Trenner is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David's firm, D'Orazio & Associates, reports charging fixed fees on its SEC Form ADV.
Where is David Trenner based?
David Trenner is based in Falls Church, Virginia.
What credentials does David Trenner hold?
David Trenner holds the CFP, BS, CPA, JD and LLM credentials.
Is David Trenner registered with the SEC?
Yes. David Trenner is registered as an investment adviser representative in TX and VA (CRD 6135842), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does D'Orazio & Associates manage?
D'Orazio & Associates reports $1.44B across 291 accounts in assets under management.
How do I contact David Trenner?
Through David's website, dorazioadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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