# David Wagner

> David Wagner is a fee-only financial advisor at Tidecrest Wealth Management in Newport Beach, California, who holds the CFP credential. Tidecrest Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-wagner-5257350/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tidecrest Wealth Management
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $249.7M across 388 accounts
- **Credentials:** CFP
- **CRD:** 5257350 (https://adviserinfo.sec.gov/individual/summary/5257350)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2003), Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.tidecrestwm.com/

## Frequently asked questions

### Is David Wagner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Tidecrest 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, Tidecrest Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Wagner based?

David Wagner is based in Newport Beach, California.

### What credentials does David Wagner hold?

David Wagner holds the CFP credential.

### Is David Wagner registered with the SEC?

Yes. David Wagner is registered as an investment adviser representative in CA and TX (CRD 5257350), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tidecrest Wealth Management manage?

Tidecrest Wealth Management reports $249.7M across 388 accounts in assets under management.

### How do I contact David Wagner?

Through David's website, www.tidecrestwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5257350): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.