David Wagner
Tidecrest Wealth Management · Newport Beach, California
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.
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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 | $249.7M across 388 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5257350 |
| Exams passed | Series 65 (2003) · Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tidecrestwm.com |
| Profile |
How David's firm compares
- Tidecrest Wealth Management's average account is about $643,000, from its Form ADV (assets managed divided by 388 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
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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