David Trettel
Beacon Financial Strategies · Raleigh, North Carolina
David Trettel is a fee-only financial advisor at Beacon Financial Strategies in Raleigh, North Carolina, who holds the CFP credential. Beacon Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Beacon Financial Strategies |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $309.4M across 560 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6432359 |
| Exams passed | Series 66 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.beaconfinancialstrategies.com |
How David's firm compares
- Beacon Financial Strategies's average account is about $553,000, from its Form ADV (assets managed divided by 560 accounts).
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Questions about David
Is David Trettel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Beacon Financial Strategies 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, Beacon Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Trettel based?
David Trettel is based in Raleigh, North Carolina.
What credentials does David Trettel hold?
David Trettel holds the CFP credential.
Is David Trettel registered with the SEC?
Yes. David Trettel is registered as an investment adviser representative in NC (CRD 6432359), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Financial Strategies manage?
Beacon Financial Strategies reports $309.4M across 560 accounts in assets under management.
How do I contact David Trettel?
Through David's website, www.beaconfinancialstrategies.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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