David Vaught
Propel Financial Advisors · Chicago, Illinois
David Vaught is a fee-only financial advisor at Propel Financial Advisors in Chicago, Illinois, who holds the CFA credential. Propel Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Propel Financial Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $53.1M across 339 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, NY · CRD 2628191 |
| Exams passed | Series 65 (1995) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | connectingthedollars.podbean.com |
How David's firm compares
- Propel Financial Advisors's average account is about $157,000, from its Form ADV (assets managed divided by 339 accounts).
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Questions about David
Is David Vaught a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Propel Financial Advisors 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, Propel Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Vaught based?
David Vaught is based in Chicago, Illinois.
What credentials does David Vaught hold?
David Vaught holds the CFA credential.
Is David Vaught registered with the SEC?
Yes. David Vaught is registered as an investment adviser representative in IL and NY (CRD 2628191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Propel Financial Advisors manage?
Propel Financial Advisors reports $53.1M across 339 accounts in assets under management.
How do I contact David Vaught?
Through David's website, connectingthedollars.podbean.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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