# David Walquist

> David Walquist is a fee-only financial advisor at Investifi Wealth Management in Kimberly, Idaho, who holds the CFP and PFS credentials. Investifi Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Investifi Wealth Management
- **Based in:** Kimberly, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.8M across 76 accounts
- **Credentials:** CFP, PFS
- **CRD:** 7440815 (https://adviserinfo.sec.gov/individual/summary/7440815)
- **SEC registration:** Investment adviser representative in ID, NV
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.investifiwealth.com/

## Frequently asked questions

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

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

### Where is David Walquist based?

David Walquist is based in Kimberly, Idaho.

### What credentials does David Walquist hold?

David Walquist holds the CFP and PFS credentials.

### Is David Walquist registered with the SEC?

Yes. David Walquist is registered as an investment adviser representative in ID and NV (CRD 7440815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Investifi Wealth Management manage?

Investifi Wealth Management reports $3.8M across 76 accounts in assets under management.

### How do I contact David Walquist?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7440815): 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.